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 | $104,943 | $30,400+245.2% | $53,898+94.7% | $84,808+23.7% |
| Participation rate | 39.3% | 46.4%-7.2pp | 55.0%-15.7pp | 68.3%-29.0pp |
| Annual return | 14.22% | 500.19%-486.0pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,957 | $1,199+146.7% | $1,826+61.9% | $4,212-29.8% |
| Admin fee / account holder | $1,383 | $1,993-30.6% | $2,491-44.5% | $7,344-81.2% |