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 | $29,965 | $107,934-72.2% | $91,989-67.4% | $152,861-80.4% |
| Participation rate | 33.3% | 81.2%-47.8pp | 78.6%-45.3pp | 82.4%-49.1pp |
| Annual return | 8.03% | 89.24%-81.2pp | 69.02%-61.0pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,480 | $4,210-64.8% | $3,452-57.1% | $4,762-68.9% |
| Participant deferral / active EE | $2,630 | $6,364-58.7% | $5,923-55.6% | $5,850-55.1% |
| Admin fee / account holder | $7,483 | $10,520-28.9% | $7,743-3.4% | $11,596-35.5% |