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 | $55,267 | $102,317-46.0% | $146,958-62.4% | $80,856-31.6% |
| Participation rate | 42.1% | 75.8%-33.7pp | 82.2%-40.0pp | 67.6%-25.5pp |
| Annual return | 10.87% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,377 | $3,713-62.9% | $4,933-72.1% | $2,755-50.0% |
| Participant deferral / active EE | $2,682 | $6,644-59.6% | $8,070-66.8% | $4,296-37.6% |
| Admin fee / account holder | $3,478 | $7,941-56.2% | $12,998-73.2% | $6,918-49.7% |