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 | $23,273 | $55,415-58.0% | $155,509-85.0% | $74,495-68.8% |
| Participation rate | 42.2% | 61.9%-19.7pp | 78.2%-36.0pp | 67.2%-25.0pp |
| Annual return | 10.19% | 268.50%-258.3pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $575 | $2,267-74.7% | $4,672-87.7% | $2,623-78.1% |
| Participant deferral / active EE | $1,079 | $2,836-62.0% | $5,626-80.8% | $4,346-75.2% |
| Admin fee / account holder | $1,464 | $1,738-15.8% | $15,912-90.8% | $1,942-24.6% |