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 | $46,809 | $100,852-53.6% | $90,404-48.2% | $158,922-70.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 1.16% | 1724.20%-1723.0pp | 1293.02%-1291.9pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,045 | $3,689-71.7% | $3,262-68.0% | $4,761-78.1% |
| Participant deferral / active EE | $2,809 | $4,348-35.4% | $3,963-29.1% | $5,982-53.0% |
| Admin fee / account holder | $353 | $6,501-94.6% | $5,611-93.7% | $11,246-96.9% |