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 | $55,748 | $109,327-49.0% | $89,391-37.6% | $158,922-64.9% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.0%-4.3pp | 82.0%-18.3pp |
| Annual return | 2.91% | 345.68%-342.8pp | 245.62%-242.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,668 | $3,170-47.4% | $2,586-35.5% | $4,761-65.0% |
| Participant deferral / active EE | $8,496 | $4,598+84.8% | $3,890+118.4% | $5,982+42.0% |
| Admin fee / account holder | $932 | $6,153-84.8% | $4,881-80.9% | $11,246-91.7% |