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 | $67,595 | $34,308+97.0% | $74,701-9.5% | $72,985-7.4% |
| Participation rate | 25.0% | 42.4%-17.4pp | 54.5%-29.5pp | 69.5%-44.5pp |
| Annual return | 15.26% | 26.58%-11.3pp | 752.92%-737.7pp | 81.00%-65.7pp |
| Employer contribution / active EE | $668 | $692-3.4% | $1,084-38.3% | $2,440-72.6% |
| Participant deferral / active EE | $1,884 | $1,271+48.2% | $1,964-4.0% | $3,607-47.8% |
| Admin fee / account holder | $8,695 | $2,124+309.4% | $3,333+160.9% | $5,124+69.7% |