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 | $83,728 | $44,960+86.2% | $84,966-1.5% | $74,495+12.4% |
| Participation rate | 23.8% | 49.4%-25.6pp | 67.5%-43.7pp | 67.2%-43.4pp |
| Annual return | 10.13% | 26.24%-16.1pp | 66.38%-56.3pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,331 | $1,457-8.7% | $2,727-51.2% | $2,623-49.3% |
| Participant deferral / active EE | $1,563 | $2,731-42.8% | $4,519-65.4% | $4,346-64.0% |
| Admin fee / account holder | $12,883 | $2,209+483.1% | $6,149+109.5% | $1,942+563.5% |