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 | $55,404 | $49,922+11.0% | $80,569-31.2% | $75,163-26.3% |
| Participation rate | 43.8% | 55.3%-11.6pp | 67.0%-23.2pp | 67.2%-23.4pp |
| Annual return | 11.51% | 34.69%-23.2pp | 935.43%-923.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $774 | $1,698-54.4% | $2,723-71.6% | $2,670-71.0% |
| Participant deferral / active EE | $1,818 | $2,990-39.2% | $4,447-59.1% | $4,125-55.9% |
| Admin fee / account holder | $17,999 | $3,577+403.2% | $5,377+234.7% | $5,651+218.5% |