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 | $89,150 | $77,314+15.3% | $177,989-49.9% | $80,856+10.3% |
| Participation rate | 13.5% | 65.7%-52.2pp | 77.1%-63.6pp | 67.6%-54.1pp |
| Annual return | 9.28% | 18.09%-8.8pp | 294.48%-285.2pp | 35.59%-26.3pp |
| Employer contribution / active EE | $695 | $2,292-69.7% | $3,949-82.4% | $2,755-74.8% |
| Participant deferral / active EE | $1,483 | $4,411-66.4% | $6,276-76.4% | $4,296-65.5% |
| Admin fee / account holder | $37,780 | $7,191+425.4% | $10,363+264.6% | $6,918+446.1% |