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 | $36,500 | $29,660+23.1% | $56,411-35.3% | $80,856-54.9% |
| Participation rate | 44.7% | 41.6%+3.1pp | 52.5%-7.7pp | 67.6%-22.9pp |
| Annual return | 9.53% | 35.23%-25.7pp | 1701.33%-1691.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $739 | $1,226-39.8% | $1,952-62.2% | $4,296-82.8% |
| Admin fee / account holder | $410 | $2,428-83.1% | $2,829-85.5% | $6,918-94.1% |