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 | $65,394 | $83,902-22.1% | $167,512-61.0% | $84,808-22.9% |
| Participation rate | 61.8% | 66.5%-4.6pp | 77.1%-15.2pp | 68.3%-6.5pp |
| Annual return | 11.46% | 91.55%-80.1pp | 1615.79%-1604.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,751 | $2,264-22.7% | $3,882-54.9% | $2,631-33.5% |
| Participant deferral / active EE | $3,234 | $4,442-27.2% | $6,405-49.5% | $4,212-23.2% |
| Admin fee / account holder | $15,421 | $7,915+94.8% | $9,769+57.9% | $7,344+110.0% |