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 | $59,614 | $30,400+96.1% | $53,898+10.6% | $84,808-29.7% |
| Participation rate | 19.0% | 46.4%-27.5pp | 55.0%-36.0pp | 68.3%-49.3pp |
| Annual return | 8.12% | 500.19%-492.1pp | 528.60%-520.5pp | 40.90%-32.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,226 | $1,199+2.3% | $1,826-32.9% | $4,212-70.9% |
| Admin fee / account holder | $4,315 | $1,993+116.5% | $2,491+73.3% | $7,344-41.2% |