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 | $28,229 | $158,398-82.2% | $126,539-77.7% | $142,382-80.2% |
| Participation rate | 52.4% | 75.8%-23.4pp | 69.8%-17.4pp | 80.1%-27.7pp |
| Annual return | 7.45% | 593.76%-586.3pp | 425.95%-418.5pp | 217.08%-209.6pp |
| Employer contribution / active EE | $413 | $4,650-91.1% | $3,674-88.8% | $4,299-90.4% |
| Participant deferral / active EE | $1,292 | $4,767-72.9% | $4,083-68.4% | $6,507-80.1% |
| Admin fee / account holder | $8,125 | $6,918+17.4% | $6,065+34.0% | $12,624-35.6% |