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 | $45,220 | $52,380-13.7% | $98,755-54.2% | $85,850-47.3% |
| Participation rate | 60.5% | 58.0%+2.5pp | 65.7%-5.3pp | 69.3%-8.8pp |
| Annual return | 6.90% | 25.82%-18.9pp | 49.91%-43.0pp | 318.53%-311.6pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,833 | $2,101-12.8% | $3,035-39.6% | $3,952-53.6% |
| Admin fee / account holder | $650 | $3,865-83.2% | $4,076-84.1% | $6,260-89.6% |