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 | $37,833 | $51,576-26.6% | $129,207-70.7% | $80,856-53.2% |
| Participation rate | 65.9% | 57.0%+8.9pp | 69.6%-3.7pp | 67.6%-1.7pp |
| Annual return | 7.70% | 20.81%-13.1pp | 9417.33%-9409.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,723 | $2,669+2.0% | $4,168-34.7% | $4,296-36.6% |
| Admin fee / account holder | $20,781 | $4,305+382.7% | $7,715+169.4% | $6,918+200.4% |