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 | $67,960 | $86,286-21.2% | $111,297-38.9% | $85,850-20.8% |
| Participation rate | 40.7% | 73.3%-32.6pp | 77.3%-36.6pp | 69.3%-28.6pp |
| Annual return | 7.69% | 19.99%-12.3pp | 54.65%-47.0pp | 318.53%-310.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,632 | $3,641-27.7% | $4,487-41.3% | $3,952-33.4% |
| Admin fee / account holder | $16,589 | $8,188+102.6% | $7,964+108.3% | $6,260+165.0% |