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 | $47,794 | $53,516-10.7% | $126,539-62.2% | $84,808-43.6% |
| Participation rate | 27.0% | 58.2%-31.2pp | 69.8%-42.8pp | 68.3%-41.3pp |
| Annual return | 13.18% | 58.34%-45.2pp | 425.95%-412.8pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,668 | $2,671-37.5% | $4,083-59.1% | $4,212-60.4% |
| Admin fee / account holder | $3,183 | $4,497-29.2% | $6,065-47.5% | $7,344-56.7% |