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 | $28,084 | $49,173-42.9% | $121,098-76.8% | $75,163-62.6% |
| Participation rate | 41.8% | 55.4%-13.6pp | 69.5%-27.7pp | 67.2%-25.4pp |
| Annual return | 9.10% | 55.99%-46.9pp | 985.75%-976.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $543 | $1,546-64.8% | $4,164-87.0% | $2,670-79.6% |
| Participant deferral / active EE | $1,975 | $2,628-24.8% | $4,080-51.6% | $4,125-52.1% |
| Admin fee / account holder | $1,489 | $3,942-62.2% | $5,644-73.6% | $5,651-73.7% |