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 | $42,255 | $53,127-20.5% | $86,590-51.2% | $70,131-39.7% |
| Participation rate | 34.7% | 65.3%-30.6pp | 73.5%-38.9pp | 69.5%-34.8pp |
| Annual return | 10.65% | 27.66%-17.0pp | 964.84%-954.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,647 | $2,696-38.9% | $3,609-54.4% | $3,332-50.6% |
| Admin fee / account holder | $3,338 | $3,585-6.9% | $4,906-31.9% | $4,645-28.1% |