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 | $95,431 | $30,400+213.9% | $53,898+77.1% | $84,808+12.5% |
| Participation rate | 22.2% | 46.4%-24.2pp | 55.0%-32.7pp | 68.3%-46.1pp |
| Annual return | 10.49% | 500.19%-489.7pp | 528.60%-518.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $195 | $603-67.7% | $932-79.1% | $2,631-92.6% |
| Participant deferral / active EE | $922 | $1,199-23.1% | $1,826-49.5% | $4,212-78.1% |
| Admin fee / account holder | $1,151 | $1,993-42.2% | $2,491-53.8% | $7,344-84.3% |