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 | $50,628 | $71,050-28.7% | $93,606-45.9% | $80,856-37.4% |
| Participation rate | 4.8% | 60.4%-55.6pp | 68.7%-64.0pp | 67.6%-62.9pp |
| Annual return | 9.92% | 11.26%-1.3pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,360 | $1,564-13.0% | $2,420-43.8% | $2,755-50.6% |
| Participant deferral / active EE | $4,308 | $4,034+6.8% | $4,411-2.3% | $4,296+0.3% |
| Admin fee / account holder | $32,977 | $6,945+374.8% | $8,285+298.0% | $6,918+376.7% |