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 | $50,324 | $30,588+64.5% | $53,898-6.6% | $85,563-41.2% |
| Participation rate | 15.5% | 26.3%-10.9pp | 55.0%-39.5pp | 66.0%-50.5pp |
| Annual return | 11.74% | 50.42%-38.7pp | 528.60%-516.9pp | 31.51%-19.8pp |
| Employer contribution / active EE | $143 | $436-67.2% | $932-84.7% | $2,654-94.6% |
| Participant deferral / active EE | $386 | $848-54.4% | $1,826-78.9% | $4,375-91.2% |
| Admin fee / account holder | $5,252 | $1,879+179.5% | $2,491+110.8% | $834+529.6% |