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 | $42,593 | $127,777-66.7% | $106,548-60.0% | $167,490-74.6% |
| Participation rate | 65.2% | 78.3%-13.1pp | 76.1%-10.9pp | 82.1%-16.9pp |
| Annual return | 1.36% | 33.87%-32.5pp | 26.80%-25.4pp | 478.56%-477.2pp |
| Employer contribution / active EE | $1,675 | $3,427-51.1% | $2,819-40.6% | $4,837-65.4% |
| Participant deferral / active EE | $1,681 | $5,087-66.9% | $4,398-61.8% | $6,341-73.5% |
| Admin fee / account holder | $617 | $11,228-94.5% | $7,407-91.7% | $12,309-95.0% |