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 | $25,968 | $53,516-51.5% | $126,539-79.5% | $84,808-69.4% |
| Participation rate | 28.6% | 58.2%-29.7pp | 69.8%-41.2pp | 68.3%-39.7pp |
| Annual return | 6.87% | 58.34%-51.5pp | 425.95%-419.1pp | 40.90%-34.0pp |
| Employer contribution / active EE | $435 | $1,535-71.7% | $3,674-88.2% | $2,631-83.5% |
| Participant deferral / active EE | $1,737 | $2,671-35.0% | $4,083-57.5% | $4,212-58.8% |
| Admin fee / account holder | $1,802 | $4,497-59.9% | $6,065-70.3% | $7,344-75.5% |