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 | $37,914 | $60,488-37.3% | $109,895-65.5% | $79,386-52.2% |
| Participation rate | 47.3% | 67.0%-19.7pp | 74.2%-26.9pp | 70.7%-23.4pp |
| Annual return | 10.83% | 189.57%-178.7pp | 29.45%-18.6pp | 116.85%-106.0pp |
| Employer contribution / active EE | $1,055 | $1,649-36.0% | $2,842-62.9% | $2,427-56.5% |
| Participant deferral / active EE | $1,964 | $3,220-39.0% | $4,048-51.5% | $4,046-51.4% |
| Admin fee / account holder | $795 | $605+31.4% | $6,066-86.9% | $626+26.9% |