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 | $82,109 | $58,208+41.1% | $81,812+0.4% | $80,856+1.5% |
| Participation rate | 32.9% | 63.4%-30.5pp | 72.3%-39.4pp | 67.6%-34.7pp |
| Annual return | 10.49% | 41.66%-31.2pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,240 | $2,340-47.0% | $2,912-57.4% | $2,755-55.0% |
| Participant deferral / active EE | $2,302 | $3,281-29.8% | $4,319-46.7% | $4,296-46.4% |
| Admin fee / account holder | $3,006 | $4,981-39.6% | $7,386-59.3% | $6,918-56.5% |