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 | $29,510 | $60,124-50.9% | $90,404-67.4% | $79,858-63.0% |
| Participation rate | 58.2% | 65.0%-6.8pp | 72.7%-14.5pp | 69.6%-11.5pp |
| Annual return | 10.02% | 71.94%-61.9pp | 1293.02%-1283.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $200 | $2,068-90.3% | $3,262-93.9% | $2,471-91.9% |
| Participant deferral / active EE | $979 | $2,938-66.7% | $3,963-75.3% | $3,740-73.8% |
| Admin fee / account holder | $1,098 | $3,976-72.4% | $5,611-80.4% | $5,306-79.3% |