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 | $26,527 | $58,208-54.4% | $81,812-67.6% | $80,856-67.2% |
| Participation rate | 57.4% | 63.4%-6.0pp | 72.3%-14.9pp | 67.6%-10.2pp |
| Annual return | 8.08% | 41.66%-33.6pp | 773.79%-765.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $924 | $2,340-60.5% | $2,912-68.3% | $2,755-66.5% |
| Participant deferral / active EE | $1,848 | $3,281-43.7% | $4,319-57.2% | $4,296-57.0% |
| Admin fee / account holder | $2,301 | $4,981-53.8% | $7,386-68.8% | $6,918-66.7% |