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 5-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 | $22,406 | $58,208-61.5% | $81,812-72.6% | $80,856-72.3% |
| Participation rate | 65.4% | 63.4%+2.0pp | 72.3%-7.0pp | 67.6%-2.3pp |
| Annual return | 5.37% | 41.66%-36.3pp | 773.79%-768.4pp | 35.59%-30.2pp |
| Employer contribution / active EE | $1,713 | $2,340-26.8% | $2,912-41.2% | $2,755-37.8% |
| Participant deferral / active EE | $4,350 | $3,281+32.6% | $4,319+0.7% | $4,296+1.3% |
| Admin fee / account holder | $2,346 | $4,981-52.9% | $7,386-68.2% | $6,918-66.1% |