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 | $33,785 | $117,381-71.2% | $99,443-66.0% | $152,861-77.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 5.70% | 31.87%-26.2pp | 30.72%-25.0pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,187 | $3,013-60.6% | $2,540-53.3% | $4,762-75.1% |
| Participant deferral / active EE | $1,187 | $4,086-70.9% | $3,619-67.2% | $5,850-79.7% |
| Admin fee / account holder | $1,565 | $7,631-79.5% | $6,250-75.0% | $11,596-86.5% |