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 | $44,828 | $109,982-59.2% | $97,226-53.9% | $145,922-69.3% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 6.29% | 242.90%-236.6pp | 75.13%-68.8pp | 561.29%-555.0pp |
| Employer contribution / active EE | $1,584 | $3,084-48.6% | $2,729-41.9% | $4,660-66.0% |
| Participant deferral / active EE | $3,102 | $4,676-33.7% | $4,264-27.2% | $6,688-53.6% |
| Admin fee / account holder | $1,491 | $6,221-76.0% | $5,654-73.6% | $13,397-88.9% |