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 | $25,168 | $49,922-49.6% | $80,569-68.8% | $75,163-66.5% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 8.12% | 34.69%-26.6pp | 935.43%-927.3pp | 160.62%-152.5pp |
| Employer contribution / active EE | $404 | $1,698-76.2% | $2,723-85.2% | $2,670-84.9% |
| Participant deferral / active EE | $925 | $2,990-69.1% | $4,447-79.2% | $4,125-77.6% |
| Admin fee / account holder | $916 | $3,577-74.4% | $5,377-83.0% | $5,651-83.8% |