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 9-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 | $57,611 | $52,406+9.9% | $129,207-55.4% | $74,495-22.7% |
| Participation rate | 32.8% | 53.8%-21.0pp | 69.6%-36.8pp | 67.2%-34.4pp |
| Annual return | 10.75% | 15.66%-4.9pp | 9417.33%-9406.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $967 | $1,531-36.8% | $4,153-76.7% | $2,623-63.1% |
| Participant deferral / active EE | $2,079 | $2,794-25.6% | $4,168-50.1% | $4,346-52.2% |
| Admin fee / account holder | $2,657 | $2,633+0.9% | $7,715-65.6% | $1,942+36.8% |