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 | $23,151 | $158,398-85.4% | $126,539-81.7% | $142,382-83.7% |
| Participation rate | 17.6% | 75.8%-58.2pp | 69.8%-52.2pp | 80.1%-62.5pp |
| Annual return | 7.29% | 593.76%-586.5pp | 425.95%-418.7pp | 217.08%-209.8pp |
| Employer contribution / active EE | $680 | $4,650-85.4% | $3,674-81.5% | $4,299-84.2% |
| Participant deferral / active EE | $734 | $4,767-84.6% | $4,083-82.0% | $6,507-88.7% |
| Admin fee / account holder | $24,304 | $6,918+251.3% | $6,065+300.7% | $12,624+92.5% |