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 | $68,694 | $24,730+177.8% | $66,042+4.0% | $84,808-19.0% |
| Participation rate | 28.4% | 68.1%-39.7pp | 67.5%-39.1pp | 68.3%-39.9pp |
| Annual return | 13.59% | 79.55%-66.0pp | 52.11%-38.5pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,246 | $1,737-28.2% | $2,835-56.0% | $4,212-70.4% |
| Admin fee / account holder | $2,489 | $3,014-17.4% | $5,747-56.7% | $7,344-66.1% |