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 | $53,377 | $49,922+6.9% | $80,569-33.8% | $75,163-29.0% |
| Participation rate | 28.2% | 55.3%-27.1pp | 67.0%-38.8pp | 67.2%-39.0pp |
| Annual return | 5.71% | 34.69%-29.0pp | 935.43%-929.7pp | 160.62%-154.9pp |
| Employer contribution / active EE | $814 | $1,698-52.1% | $2,723-70.1% | $2,670-69.5% |
| Participant deferral / active EE | $1,667 | $2,990-44.2% | $4,447-62.5% | $4,125-59.6% |
| Admin fee / account holder | $32,702 | $3,577+814.2% | $5,377+508.2% | $5,651+478.7% |