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 | $43,383 | $30,400+42.7% | $53,898-19.5% | $84,808-48.8% |
| Participation rate | 38.0% | 46.4%-8.4pp | 55.0%-17.0pp | 68.3%-30.3pp |
| Annual return | 13.26% | 500.19%-486.9pp | 528.60%-515.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $404 | $603-33.0% | $932-56.7% | $2,631-84.6% |
| Participant deferral / active EE | $2,823 | $1,199+135.5% | $1,826+54.6% | $4,212-33.0% |
| Admin fee / account holder | $4,505 | $1,993+126.0% | $2,491+80.9% | $7,344-38.7% |