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 | $52,634 | $30,400+73.1% | $53,898-2.3% | $84,808-37.9% |
| Participation rate | 29.9% | 46.4%-16.6pp | 55.0%-25.1pp | 68.3%-38.4pp |
| Annual return | 13.12% | 500.19%-487.1pp | 528.60%-515.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $991 | $603+64.5% | $932+6.4% | $2,631-62.3% |
| Participant deferral / active EE | $1,810 | $1,199+51.0% | $1,826-0.9% | $4,212-57.0% |
| Admin fee / account holder | $1,231 | $1,993-38.2% | $2,491-50.6% | $7,344-83.2% |