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 | $43,007 | $39,019+10.2% | $80,716-46.7% | $85,850-49.9% |
| Participation rate | 34.9% | 41.5%-6.6pp | 54.2%-19.2pp | 69.3%-34.4pp |
| Annual return | 11.36% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $814 | $1,326-38.6% | $2,146-62.0% | $3,952-79.4% |
| Admin fee / account holder | $2,912 | $2,431+19.8% | $3,380-13.8% | $6,260-53.5% |