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 | $41,579 | $102,966-59.6% | $90,281-53.9% | $152,861-72.8% |
| Participation rate | 56.3% | 75.9%-19.6pp | 73.3%-17.0pp | 82.4%-26.2pp |
| Annual return | 4.79% | 95.16%-90.4pp | 78.10%-73.3pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,201 | $3,139-29.9% | $2,854-22.9% | $4,762-53.8% |
| Participant deferral / active EE | $3,994 | $4,281-6.7% | $3,885+2.8% | $5,850-31.7% |
| Admin fee / account holder | $4,134 | $6,171-33.0% | $5,351-22.7% | $11,596-64.3% |