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 | $16,947 | $58,927-71.2% | $76,817-77.9% | $72,985-76.8% |
| Participation rate | 20.5% | 67.3%-46.9pp | 72.1%-51.6pp | 69.5%-49.0pp |
| Annual return | 14.09% | 2305.64%-2291.6pp | 1166.11%-1152.0pp | 81.00%-66.9pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,057 | $2,690-60.7% | $3,336-68.3% | $3,607-70.7% |
| Admin fee / account holder | $1,352 | $4,013-66.3% | $6,420-78.9% | $5,124-73.6% |