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 5-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 | $18,038 | $27,915-35.4% | $58,482-69.2% | $75,163-76.0% |
| Participation rate | 8.0% | 38.8%-30.8pp | 50.9%-42.9pp | 67.2%-59.2pp |
| Annual return | 11.39% | 44.20%-32.8pp | 4239.32%-4227.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $329 | $669-50.8% | $1,053-68.7% | $2,670-87.7% |
| Participant deferral / active EE | $1,139 | $1,201-5.2% | $1,924-40.8% | $4,125-72.4% |
| Admin fee / account holder | $5,670 | $1,726+228.6% | $2,516+125.3% | $5,651+0.3% |