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 | $42,949 | $58,208-26.2% | $81,812-47.5% | $80,856-46.9% |
| Participation rate | 22.0% | 63.4%-41.4pp | 72.3%-50.3pp | 67.6%-45.6pp |
| Annual return | 5.06% | 41.66%-36.6pp | 773.79%-768.7pp | 35.59%-30.5pp |
| Employer contribution / active EE | $398 | $2,340-83.0% | $2,912-86.3% | $2,755-85.5% |
| Participant deferral / active EE | $977 | $3,281-70.2% | $4,319-77.4% | $4,296-77.2% |
| Admin fee / account holder | $7,915 | $4,981+58.9% | $7,386+7.2% | $6,918+14.4% |