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 | $78,829 | $109,817-28.2% | $98,442-19.9% | $167,490-52.9% |
| Participation rate | 64.3% | 75.8%-11.5pp | 73.3%-9.1pp | 82.1%-17.8pp |
| Annual return | 8.24% | 1956.69%-1948.5pp | 1492.73%-1484.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $266 | $3,224-91.8% | $2,960-91.0% | $4,837-94.5% |
| Participant deferral / active EE | $2,985 | $4,673-36.1% | $4,276-30.2% | $6,341-52.9% |
| Admin fee / account holder | $2,373 | $6,753-64.9% | $5,949-60.1% | $12,309-80.7% |