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 | $60,967 | $30,400+100.5% | $53,898+13.1% | $84,808-28.1% |
| Participation rate | 34.0% | 46.4%-12.5pp | 55.0%-21.0pp | 68.3%-34.3pp |
| Annual return | 12.92% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $577 | $603-4.2% | $932-38.0% | $2,631-78.1% |
| Participant deferral / active EE | $1,187 | $1,199-1.0% | $1,826-35.0% | $4,212-71.8% |
| Admin fee / account holder | $794 | $1,993-60.2% | $2,491-68.1% | $7,344-89.2% |