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 | $53,756 | $30,400+76.8% | $53,898-0.3% | $84,808-36.6% |
| Participation rate | 35.7% | 46.4%-10.7pp | 55.0%-19.2pp | 68.3%-32.6pp |
| Annual return | 12.90% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $776 | $603+28.7% | $932-16.8% | $2,631-70.5% |
| Participant deferral / active EE | $1,950 | $1,199+62.7% | $1,826+6.8% | $4,212-53.7% |
| Admin fee / account holder | $1,670 | $1,993-16.2% | $2,491-33.0% | $7,344-77.3% |