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 | $12,730 | $35,183-63.8% | $73,545-82.7% | $70,131-81.8% |
| Participation rate | 13.3% | 42.9%-29.6pp | 54.9%-41.6pp | 69.5%-56.2pp |
| Annual return | 12.27% | 26.90%-14.6pp | -15.16%+27.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $269 | $709-62.0% | $1,219-77.9% | $2,342-88.5% |
| Participant deferral / active EE | $483 | $1,220-60.4% | $1,806-73.3% | $3,332-85.5% |
| Admin fee / account holder | $4,435 | $2,302+92.7% | $2,320+91.2% | $4,645-4.5% |