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 | $52,186 | $56,114-7.0% | $96,139-45.7% | $85,850-39.2% |
| Participation rate | 17.4% | 56.7%-39.3pp | 68.4%-51.1pp | 69.3%-51.9pp |
| Annual return | 5.48% | 42.30%-36.8pp | 191.94%-186.5pp | 318.53%-313.1pp |
| Employer contribution / active EE | $420 | $1,620-74.1% | $2,797-85.0% | $2,565-83.6% |
| Participant deferral / active EE | $1,316 | $2,859-54.0% | $4,349-69.7% | $3,952-66.7% |
| Admin fee / account holder | $3,266 | $3,768-13.3% | $5,537-41.0% | $6,260-47.8% |