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 | $41,470 | $27,915+48.6% | $58,482-29.1% | $75,163-44.8% |
| Participation rate | 30.6% | 38.8%-8.2pp | 50.9%-20.2pp | 67.2%-36.6pp |
| Annual return | 12.53% | 44.20%-31.7pp | 4239.32%-4226.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $704 | $669+5.2% | $1,053-33.2% | $2,670-73.6% |
| Participant deferral / active EE | $1,033 | $1,201-14.0% | $1,924-46.3% | $4,125-75.0% |
| Admin fee / account holder | $2,154 | $1,726+24.8% | $2,516-14.4% | $5,651-61.9% |