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 | $51,689 | $31,310+65.1% | $53,898-4.1% | $74,304-30.4% |
| Participation rate | 22.0% | 30.7%-8.6pp | 55.0%-32.9pp | 60.3%-38.3pp |
| Annual return | 14.13% | 23.16%-9.0pp | 528.60%-514.5pp | 29.43%-15.3pp |
| Employer contribution / active EE | $260 | $450-42.1% | $932-72.1% | $2,241-88.4% |
| Participant deferral / active EE | $799 | $934-14.5% | $1,826-56.3% | $3,767-78.8% |
| Admin fee / account holder | $6,636 | $2,175+205.0% | $2,491+166.4% | $2,969+123.5% |