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 | $56,341 | $29,660+90.0% | $56,411-0.1% | $80,856-30.3% |
| Participation rate | 51.7% | 41.6%+10.1pp | 52.5%-0.7pp | 67.6%-15.9pp |
| Annual return | 7.28% | 35.23%-28.0pp | 1701.33%-1694.1pp | 35.59%-28.3pp |
| Employer contribution / active EE | $721 | $669+7.7% | $1,039-30.6% | $2,755-73.8% |
| Participant deferral / active EE | $769 | $1,226-37.3% | $1,952-60.6% | $4,296-82.1% |
| Admin fee / account holder | $1,422 | $2,428-41.4% | $2,829-49.7% | $6,918-79.4% |