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 | $33,115 | $55,415-40.2% | $155,509-78.7% | $74,495-55.5% |
| Participation rate | 40.9% | 61.9%-21.0pp | 78.2%-37.3pp | 67.2%-26.3pp |
| Annual return | 9.85% | 268.50%-258.6pp | 64.67%-54.8pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $447 | $2,267-80.3% | $4,672-90.4% | $2,623-83.0% |
| Participant deferral / active EE | $1,845 | $2,836-34.9% | $5,626-67.2% | $4,346-57.5% |
| Admin fee / account holder | $6,106 | $1,738+251.3% | $15,912-61.6% | $1,942+214.5% |