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 | $30,995 | $65,409-52.6% | $98,442-68.5% | $85,850-63.9% |
| Participation rate | 63.8% | 65.0%-1.2pp | 73.3%-9.6pp | 69.3%-5.5pp |
| Annual return | 8.47% | 21.76%-13.3pp | 1492.73%-1484.3pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,862 | $2,168-14.1% | $2,960-37.1% | $2,565-27.4% |
| Participant deferral / active EE | $3,188 | $3,166+0.7% | $4,276-25.5% | $3,952-19.3% |
| Admin fee / account holder | $9,134 | $4,593+98.9% | $5,949+53.5% | $6,260+45.9% |