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 | $41,288 | $45,152-8.6% | $73,843-44.1% | $59,632-30.8% |
| Participation rate | 61.8% | 64.0%-2.2pp | 73.4%-11.6pp | 68.7%-6.9pp |
| Annual return | -3.00% | 27.40%-30.4pp | 2267.84%-2270.8pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $642 | $1,902-66.2% | $2,787-77.0% | $2,203-70.8% |
| Participant deferral / active EE | $1,779 | $2,574-30.9% | $3,583-50.4% | $3,192-44.3% |
| Admin fee / account holder | $2,720 | $3,516-22.6% | $4,880-44.3% | $4,297-36.7% |