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 | $57,326 | $65,409-12.4% | $98,442-41.8% | $85,850-33.2% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.6pp |
| Annual return | 5.90% | 21.76%-15.9pp | 1492.73%-1486.8pp | 318.53%-312.6pp |
| Employer contribution / active EE | $1,708 | $2,168-21.2% | $2,960-42.3% | $2,565-33.4% |
| Participant deferral / active EE | $4,127 | $3,166+30.3% | $4,276-3.5% | $3,952+4.4% |
| Admin fee / account holder | $1,332 | $4,593-71.0% | $5,949-77.6% | $6,260-78.7% |