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 | $43,191 | $135,952-68.2% | $123,892-65.1% | $273,961-84.2% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 1.23% | 56.63%-55.4pp | 47.52%-46.3pp | 41.45%-40.2pp |
| Employer contribution / active EE | $12,295 | $5,170+137.8% | $4,617+166.3% | $4,869+152.5% |
| Participant deferral / active EE | $13,854 | $6,343+118.4% | $5,984+131.5% | $5,287+162.0% |
| Admin fee / account holder | $4,104 | $9,817-58.2% | $8,357-50.9% | $10,132-59.5% |