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 3-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 | $112,897 | $30,400+271.4% | $53,898+109.5% | $84,808+33.1% |
| Participation rate | 13.9% | 46.4%-32.6pp | 55.0%-41.1pp | 68.3%-54.4pp |
| Annual return | 10.71% | 500.19%-489.5pp | 528.60%-517.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $349 | $603-42.0% | $932-62.5% | $2,631-86.7% |
| Participant deferral / active EE | $1,335 | $1,199+11.3% | $1,826-26.9% | $4,212-68.3% |
| Admin fee / account holder | $3,291 | $1,993+65.1% | $2,491+32.1% | $7,344-55.2% |