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 | $31,038 | $58,208-46.7% | $81,812-62.1% | $80,856-61.6% |
| Participation rate | 45.2% | 63.4%-18.3pp | 72.3%-27.2pp | 67.6%-22.5pp |
| Annual return | 6.04% | 41.66%-35.6pp | 773.79%-767.7pp | 35.59%-29.6pp |
| Employer contribution / active EE | $632 | $2,340-73.0% | $2,912-78.3% | $2,755-77.1% |
| Participant deferral / active EE | $733 | $3,281-77.7% | $4,319-83.0% | $4,296-82.9% |
| Admin fee / account holder | $4,218 | $4,981-15.3% | $7,386-42.9% | $6,918-39.0% |