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 | $64,882 | $81,248-20.1% | $155,509-58.3% | $80,856-19.8% |
| Participation rate | 1.5% | 66.2%-64.7pp | 78.2%-76.6pp | 67.6%-66.1pp |
| Annual return | 10.46% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,113 | $3,100-31.9% | $4,672-54.8% | $2,755-23.3% |
| Participant deferral / active EE | $3,312 | $3,452-4.0% | $5,626-41.1% | $4,296-22.9% |
| Admin fee / account holder | $4,933 | $7,997-38.3% | $15,912-69.0% | $6,918-28.7% |