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 | $18,541 | $24,733-25.0% | $69,647-73.4% | $74,495-75.1% |
| Participation rate | 48.3% | 63.5%-15.2pp | 66.5%-18.2pp | 67.2%-18.9pp |
| Annual return | 7.30% | 18.55%-11.3pp | 100.48%-93.2pp | 1364.94%-1357.6pp |
| Employer contribution / active EE | $332 | $1,001-66.8% | $1,712-80.6% | $2,623-87.4% |
| Participant deferral / active EE | $1,625 | $1,901-14.5% | $2,886-43.7% | $4,346-62.6% |
| Admin fee / account holder | $8,034 | $1,892+324.7% | $4,713+70.5% | $1,942+313.8% |