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 7-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 | $47,021 | $27,915+68.4% | $58,482-19.6% | $75,163-37.4% |
| Participation rate | 34.7% | 38.8%-4.2pp | 50.9%-16.2pp | 67.2%-32.5pp |
| Annual return | 13.70% | 44.20%-30.5pp | 4239.32%-4225.6pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,234 | $669+84.5% | $1,053+17.2% | $2,670-53.8% |
| Participant deferral / active EE | $2,426 | $1,201+101.9% | $1,924+26.1% | $4,125-41.2% |
| Admin fee / account holder | $4,541 | $1,726+163.1% | $2,516+80.5% | $5,651-19.6% |