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 | $25,486 | $27,915-8.7% | $58,482-56.4% | $75,163-66.1% |
| Participation rate | 7.7% | 38.8%-31.1pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 14.86% | 44.20%-29.3pp | 4239.32%-4224.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $262 | $669-60.9% | $1,053-75.1% | $2,670-90.2% |
| Participant deferral / active EE | $522 | $1,201-56.5% | $1,924-72.9% | $4,125-87.3% |
| Admin fee / account holder | $3,521 | $1,726+104.0% | $2,516+39.9% | $5,651-37.7% |