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 | $29,393 | $58,208-49.5% | $81,812-64.1% | $80,856-63.6% |
| Participation rate | 26.7% | 63.4%-36.7pp | 72.3%-45.7pp | 67.6%-41.0pp |
| Annual return | 9.41% | 41.66%-32.2pp | 773.79%-764.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $667 | $2,340-71.5% | $2,912-77.1% | $2,755-75.8% |
| Participant deferral / active EE | $1,302 | $3,281-60.3% | $4,319-69.8% | $4,296-69.7% |
| Admin fee / account holder | $1,576 | $4,981-68.4% | $7,386-78.7% | $6,918-77.2% |