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 | $38,423 | $209,411-81.7% | $178,490-78.5% | $158,922-75.8% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 5.09% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,983 | $5,706-65.2% | $5,011-60.4% | $4,761-58.3% |
| Participant deferral / active EE | $4,228 | $5,954-29.0% | $5,202-18.7% | $5,982-29.3% |
| Admin fee / account holder | $9,379 | $17,074-45.1% | $13,984-32.9% | $11,246-16.6% |