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 | $52,054 | $59,417-12.4% | $93,606-44.4% | $74,495-30.1% |
| Participation rate | 41.6% | 59.7%-18.1pp | 68.7%-27.1pp | 67.2%-25.6pp |
| Annual return | 10.66% | 81.83%-71.2pp | 133.20%-122.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $765 | $1,264-39.5% | $2,420-68.4% | $2,623-70.8% |
| Participant deferral / active EE | $1,716 | $3,050-43.7% | $4,411-61.1% | $4,346-60.5% |
| Admin fee / account holder | $5,032 | $3,021+66.5% | $8,285-39.3% | $1,942+159.1% |