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 | $52,107 | $53,516-2.6% | $126,539-58.8% | $84,808-38.6% |
| Participation rate | 45.5% | 58.2%-12.8pp | 69.8%-24.4pp | 68.3%-22.9pp |
| Annual return | 13.17% | 58.34%-45.2pp | 425.95%-412.8pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,509 | $1,535-1.7% | $3,674-58.9% | $2,631-42.6% |
| Participant deferral / active EE | $2,200 | $2,671-17.6% | $4,083-46.1% | $4,212-47.8% |
| Admin fee / account holder | $553 | $4,497-87.7% | $6,065-90.9% | $7,344-92.5% |