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 | $27,822 | $27,915-0.3% | $58,482-52.4% | $75,163-63.0% |
| Participation rate | 12.8% | 38.8%-26.1pp | 50.9%-38.1pp | 67.2%-54.4pp |
| Annual return | 14.63% | 44.20%-29.6pp | 4239.32%-4224.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $520 | $669-22.3% | $1,053-50.6% | $2,670-80.5% |
| Participant deferral / active EE | $1,676 | $1,201+39.5% | $1,924-12.9% | $4,125-59.4% |
| Admin fee / account holder | $2,044 | $1,726+18.5% | $2,516-18.7% | $5,651-63.8% |