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 | $55,452 | $54,701+1.4% | $86,188-35.7% | $71,457-22.4% |
| Participation rate | 14.7% | 60.1%-45.4pp | 69.0%-54.2pp | 67.9%-53.2pp |
| Annual return | 13.12% | 20.06%-6.9pp | 1168.45%-1155.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $416 | $1,265-67.1% | $2,380-82.5% | $2,588-83.9% |
| Participant deferral / active EE | $1,424 | $3,108-54.2% | $3,985-64.3% | $4,289-66.8% |
| Admin fee / account holder | $7,224 | $1,922+275.9% | $6,852+5.4% | $1,587+355.1% |