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 | $50,384 | $30,400+65.7% | $53,898-6.5% | $84,808-40.6% |
| Participation rate | 19.8% | 46.4%-26.7pp | 55.0%-35.2pp | 68.3%-48.5pp |
| Annual return | 10.30% | 500.19%-489.9pp | 528.60%-518.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $942 | $603+56.4% | $932+1.1% | $2,631-64.2% |
| Participant deferral / active EE | $2,530 | $1,199+111.1% | $1,826+38.6% | $4,212-39.9% |
| Admin fee / account holder | $3,959 | $1,993+98.6% | $2,491+58.9% | $7,344-46.1% |