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 7-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 | $47,512 | $53,053-10.4% | $126,539-62.5% | $74,304-36.1% |
| Participation rate | 12.9% | 48.0%-35.1pp | 69.8%-56.9pp | 60.3%-47.4pp |
| Annual return | 11.08% | 29.46%-18.4pp | 425.95%-414.9pp | 29.43%-18.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $756 | $2,303-67.2% | $4,083-81.5% | $3,767-79.9% |
| Admin fee / account holder | $5,938 | $3,698+60.6% | $6,065-2.1% | $2,969+100.0% |