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 | $48,710 | $31,310+55.6% | $53,898-9.6% | $74,304-34.4% |
| Participation rate | 9.3% | 30.7%-21.4pp | 55.0%-45.7pp | 60.3%-51.1pp |
| Annual return | 14.11% | 23.16%-9.1pp | 528.60%-514.5pp | 29.43%-15.3pp |
| Employer contribution / active EE | $219 | $450-51.4% | $932-76.6% | $2,241-90.2% |
| Participant deferral / active EE | $468 | $934-49.9% | $1,826-74.4% | $3,767-87.6% |
| Admin fee / account holder | $1,204 | $2,175-44.7% | $2,491-51.7% | $2,969-59.4% |