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 | $58,177 | $30,588+90.2% | $53,898+7.9% | $85,563-32.0% |
| Participation rate | 4.9% | 26.3%-21.5pp | 55.0%-50.1pp | 66.0%-61.1pp |
| Annual return | 12.13% | 50.42%-38.3pp | 528.60%-516.5pp | 31.51%-19.4pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $260 | $848-69.4% | $1,826-85.8% | $4,375-94.1% |
| Admin fee / account holder | $2,493 | $1,879+32.7% | $2,491+0.1% | $834+198.9% |