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 | $40,643 | $56,317-27.8% | $71,209-42.9% | $74,304-45.3% |
| Participation rate | 37.8% | 55.1%-17.3pp | 73.8%-35.9pp | 60.3%-22.5pp |
| Annual return | 10.39% | 42.83%-32.4pp | 282.51%-272.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $1,150 | $2,160-46.8% | $2,721-57.7% | $2,241-48.7% |
| Participant deferral / active EE | $1,692 | $2,788-39.3% | $4,175-59.5% | $3,767-55.1% |
| Admin fee / account holder | $9,949 | $2,290+334.5% | $5,349+86.0% | $2,969+235.1% |