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 | $74,242 | $73,638+0.8% | $108,410-31.5% | $79,386-6.5% |
| Participation rate | 58.0% | 77.4%-19.4pp | 80.1%-22.1pp | 70.7%-12.7pp |
| Annual return | 13.26% | 33.27%-20.0pp | 905.27%-892.0pp | 116.85%-103.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,602 | $6,218-26.0% | $6,563-29.9% | $4,046+13.8% |
| Admin fee / account holder | $4,191 | $638+556.8% | $7,295-42.5% | $626+569.1% |