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 | $47,013 | $81,625-42.4% | $167,512-71.9% | $74,304-36.7% |
| Participation rate | 31.4% | 60.0%-28.7pp | 77.1%-45.7pp | 60.3%-29.0pp |
| Annual return | 10.70% | 26.09%-15.4pp | 1615.79%-1605.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,598 | $4,115-61.2% | $6,405-75.0% | $3,767-57.6% |
| Admin fee / account holder | $3,744 | $3,474+7.8% | $9,769-61.7% | $2,969+26.1% |