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 | $59,845 | $89,355-33.0% | $141,162-57.6% | $72,985-18.0% |
| Participation rate | 21.1% | 75.1%-54.1pp | 82.5%-61.4pp | 69.5%-48.4pp |
| Annual return | 11.92% | 111.85%-99.9pp | 71.39%-59.5pp | 81.00%-69.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,591 | $5,418-52.2% | $6,709-61.4% | $3,607-28.2% |
| Admin fee / account holder | $27,718 | $5,958+365.2% | $10,261+170.1% | $5,124+440.9% |