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 | $40,297 | $56,317-28.4% | $71,209-43.4% | $74,304-45.8% |
| Participation rate | 32.5% | 55.1%-22.7pp | 73.8%-41.3pp | 60.3%-27.9pp |
| Annual return | 11.91% | 42.83%-30.9pp | 282.51%-270.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $305 | $2,160-85.9% | $2,721-88.8% | $2,241-86.4% |
| Participant deferral / active EE | $742 | $2,788-73.4% | $4,175-82.2% | $3,767-80.3% |
| Admin fee / account holder | $630 | $2,290-72.5% | $5,349-88.2% | $2,969-78.8% |