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 | $49,765 | $65,561-24.1% | $86,188-42.3% | $75,163-33.8% |
| Participation rate | 37.0% | 60.5%-23.5pp | 69.0%-31.9pp | 67.2%-30.2pp |
| Annual return | 8.34% | 46.05%-37.7pp | 1168.45%-1160.1pp | 160.62%-152.3pp |
| Employer contribution / active EE | $535 | $1,553-65.5% | $2,380-77.5% | $2,670-79.9% |
| Participant deferral / active EE | $2,056 | $3,024-32.0% | $3,985-48.4% | $4,125-50.2% |
| Admin fee / account holder | $3,127 | $5,474-42.9% | $6,852-54.4% | $5,651-44.7% |