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 | $72,992 | $203,436-64.1% | $152,466-52.1% | $167,490-56.4% |
| Participation rate | 52.4% | 82.3%-29.9pp | 78.2%-25.8pp | 82.1%-29.7pp |
| Annual return | 4.18% | 13.80%-9.6pp | 757.33%-753.2pp | 478.56%-474.4pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,741 | $6,716-59.2% | $5,820-52.9% | $6,341-56.8% |
| Admin fee / account holder | $1,230 | $22,506-94.5% | $15,805-92.2% | $12,309-90.0% |