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 | $64,081 | $57,281+11.9% | $86,612-26.0% | $75,163-14.7% |
| Participation rate | 35.6% | 63.2%-27.6pp | 71.7%-36.1pp | 67.2%-31.6pp |
| Annual return | 12.70% | 2670.75%-2658.0pp | 591.07%-578.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,169 | $2,314-49.5% | $3,022-61.3% | $2,670-56.2% |
| Participant deferral / active EE | $2,257 | $3,318-32.0% | $4,438-49.1% | $4,125-45.3% |
| Admin fee / account holder | $1,132 | $4,112-72.5% | $5,614-79.8% | $5,651-80.0% |