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 | $34,815 | $65,041-46.5% | $90,951-61.7% | $79,858-56.4% |
| Participation rate | 42.9% | 61.6%-18.7pp | 69.0%-26.2pp | 69.6%-26.8pp |
| Annual return | 6.19% | 30.45%-24.3pp | 134.60%-128.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $554 | $1,247-55.6% | $2,122-73.9% | $2,471-77.6% |
| Participant deferral / active EE | $1,997 | $2,512-20.5% | $3,373-40.8% | $3,740-46.6% |
| Admin fee / account holder | $906 | $4,536-80.0% | $5,959-84.8% | $5,306-82.9% |