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 | $168,618 | $29,660+468.5% | $56,411+198.9% | $80,856+108.5% |
| Participation rate | 24.4% | 41.6%-17.2pp | 52.5%-28.0pp | 67.6%-43.2pp |
| Annual return | 9.31% | 35.23%-25.9pp | 1701.33%-1692.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $868 | $669+29.7% | $1,039-16.4% | $2,755-68.5% |
| Participant deferral / active EE | $2,722 | $1,226+122.0% | $1,952+39.5% | $4,296-36.6% |
| Admin fee / account holder | $950 | $2,428-60.9% | $2,829-66.4% | $6,918-86.3% |