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 | $44,985 | $58,694-23.4% | $142,863-68.5% | $85,850-47.6% |
| Participation rate | 49.2% | 58.5%-9.3pp | 71.9%-22.8pp | 69.3%-20.2pp |
| Annual return | 9.35% | 27.72%-18.4pp | 5637.54%-5628.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,176 | $1,423-17.3% | $4,144-71.6% | $2,565-54.2% |
| Participant deferral / active EE | $2,426 | $2,607-7.0% | $3,837-36.8% | $3,952-38.6% |
| Admin fee / account holder | $6,235 | $4,239+47.1% | $6,560-5.0% | $6,260-0.4% |