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 | $38,293 | $54,705-30.0% | $71,209-46.2% | $84,808-54.8% |
| Participation rate | 53.8% | 64.1%-10.2pp | 73.8%-19.9pp | 68.3%-14.5pp |
| Annual return | 13.34% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,058 | $2,158-51.0% | $2,721-61.1% | $2,631-59.8% |
| Participant deferral / active EE | $3,649 | $3,030+20.4% | $4,175-12.6% | $4,212-13.4% |
| Admin fee / account holder | $1,953 | $4,863-59.8% | $5,349-63.5% | $7,344-73.4% |