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 | $105,742 | $27,915+278.8% | $58,482+80.8% | $75,163+40.7% |
| Participation rate | 30.0% | 38.8%-8.8pp | 50.9%-20.9pp | 67.2%-37.2pp |
| Annual return | 14.44% | 44.20%-29.8pp | 4239.32%-4224.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $648 | $669-3.1% | $1,053-38.4% | $2,670-75.7% |
| Participant deferral / active EE | $2,087 | $1,201+73.7% | $1,924+8.5% | $4,125-49.4% |
| Admin fee / account holder | $4,850 | $1,726+181.0% | $2,516+92.8% | $5,651-14.2% |