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 | $41,220 | $57,281-28.0% | $86,612-52.4% | $75,163-45.2% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 7.82% | 2670.75%-2662.9pp | 591.07%-583.3pp | 160.62%-152.8pp |
| Employer contribution / active EE | $1,355 | $2,314-41.5% | $3,022-55.2% | $2,670-49.2% |
| Participant deferral / active EE | $3,522 | $3,318+6.2% | $4,438-20.6% | $4,125-14.6% |
| Admin fee / account holder | $858 | $4,112-79.1% | $5,614-84.7% | $5,651-84.8% |