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 | $42,092 | $81,208-48.2% | $98,907-57.4% | $79,858-47.3% |
| Participation rate | 40.7% | 72.5%-31.8pp | 76.0%-35.3pp | 69.6%-28.9pp |
| Annual return | 2.02% | 60.99%-59.0pp | 196.43%-194.4pp | 31.71%-29.7pp |
| Employer contribution / active EE | $646 | $1,960-67.0% | $2,689-76.0% | $2,471-73.8% |
| Participant deferral / active EE | $1,884 | $3,265-42.3% | $4,244-55.6% | $3,740-49.6% |
| Admin fee / account holder | $1,402 | $6,013-76.7% | $6,642-78.9% | $5,306-73.6% |