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 | $42,669 | $102,317-58.3% | $146,958-71.0% | $80,856-47.2% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 10.86% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,263 | $3,713-66.0% | $4,933-74.4% | $2,755-54.1% |
| Participant deferral / active EE | $3,035 | $6,644-54.3% | $8,070-62.4% | $4,296-29.3% |
| Admin fee / account holder | $5,892 | $7,941-25.8% | $12,998-54.7% | $6,918-14.8% |