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 | $80,068 | $137,414-41.7% | $189,513-57.8% | $85,850-6.7% |
| Participation rate | 59.3% | 84.6%-25.4pp | 87.8%-28.5pp | 69.3%-10.1pp |
| Annual return | 10.63% | 38.14%-27.5pp | 555.15%-544.5pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,988 | $4,344-54.2% | $6,162-67.7% | $2,565-22.5% |
| Participant deferral / active EE | $3,534 | $6,260-43.5% | $8,221-57.0% | $3,952-10.6% |
| Admin fee / account holder | $18,595 | $8,630+115.5% | $12,045+54.4% | $6,260+197.1% |