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 | $20,862 | $30,588-31.8% | $53,898-61.3% | $85,563-75.6% |
| Participation rate | 19.0% | 26.3%-7.3pp | 55.0%-36.0pp | 66.0%-47.0pp |
| Annual return | 13.31% | 50.42%-37.1pp | 528.60%-515.3pp | 31.51%-18.2pp |
| Employer contribution / active EE | $61 | $436-85.9% | $932-93.4% | $2,654-97.7% |
| Participant deferral / active EE | $229 | $848-73.0% | $1,826-87.5% | $4,375-94.8% |
| Admin fee / account holder | $706 | $1,879-62.5% | $2,491-71.7% | $834-15.4% |