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 | $23,459 | $65,409-64.1% | $98,442-76.2% | $85,850-72.7% |
| Participation rate | 41.7% | 65.0%-23.3pp | 73.3%-31.7pp | 69.3%-27.6pp |
| Annual return | 10.29% | 21.76%-11.5pp | 1492.73%-1482.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $695 | $2,168-67.9% | $2,960-76.5% | $2,565-72.9% |
| Participant deferral / active EE | $1,540 | $3,166-51.4% | $4,276-64.0% | $3,952-61.0% |
| Admin fee / account holder | $1,635 | $4,593-64.4% | $5,949-72.5% | $6,260-73.9% |