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 | $40,798 | $124,319-67.2% | $111,297-63.3% | $167,490-75.6% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 8.79% | 37.44%-28.6pp | 54.65%-45.9pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,470 | $3,435-57.2% | $2,731-46.2% | $4,837-69.6% |
| Participant deferral / active EE | $5,676 | $5,180+9.6% | $4,487+26.5% | $6,341-10.5% |
| Admin fee / account holder | $480 | $10,618-95.5% | $7,964-94.0% | $12,309-96.1% |