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 | $39,858 | $27,915+42.8% | $58,482-31.8% | $75,163-47.0% |
| Participation rate | 64.5% | 38.8%+25.7pp | 50.9%+13.7pp | 67.2%-2.7pp |
| Annual return | 7.43% | 44.20%-36.8pp | 4239.32%-4231.9pp | 160.62%-153.2pp |
| Employer contribution / active EE | $870 | $669+30.0% | $1,053-17.4% | $2,670-67.4% |
| Participant deferral / active EE | $2,455 | $1,201+104.4% | $1,924+27.6% | $4,125-40.5% |
| Admin fee / account holder | $1,837 | $1,726+6.4% | $2,516-27.0% | $5,651-67.5% |