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 | $42,260 | $60,323-29.9% | $81,812-48.3% | $74,495-43.3% |
| Participation rate | 44.5% | 62.9%-18.3pp | 72.3%-27.8pp | 67.2%-22.7pp |
| Annual return | 10.78% | 16.90%-6.1pp | 773.79%-763.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $891 | $2,620-66.0% | $2,912-69.4% | $2,623-66.0% |
| Participant deferral / active EE | $1,867 | $3,387-44.9% | $4,319-56.8% | $4,346-57.0% |
| Admin fee / account holder | $1,757 | $1,486+18.3% | $7,386-76.2% | $1,942-9.5% |