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 | $51,618 | $100,852-48.8% | $90,404-42.9% | $158,922-67.5% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.7%-9.5pp | 82.0%-18.8pp |
| Annual return | 2.74% | 1724.20%-1721.5pp | 1293.02%-1290.3pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,951 | $3,689-47.1% | $3,262-40.2% | $4,761-59.0% |
| Participant deferral / active EE | $3,722 | $4,348-14.4% | $3,963-6.1% | $5,982-37.8% |
| Admin fee / account holder | $1,348 | $6,501-79.3% | $5,611-76.0% | $11,246-88.0% |