See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,294 | $53,516+1.5% | $126,539-57.1% | $84,808-36.0% |
| Participation rate | 47.9% | 58.2%-10.4pp | 69.8%-21.9pp | 68.3%-20.4pp |
| Annual return | 12.79% | 58.34%-45.6pp | 425.95%-413.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $636 | $1,535-58.6% | $3,674-82.7% | $2,631-75.8% |
| Participant deferral / active EE | $783 | $2,671-70.7% | $4,083-80.8% | $4,212-81.4% |
| Admin fee / account holder | $2,398 | $4,497-46.7% | $6,065-60.5% | $7,344-67.4% |