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 | $80,101 | $99,985-19.9% | $146,665-45.4% | $85,850-6.7% |
| Participation rate | 33.3% | 73.1%-39.7pp | 80.1%-46.7pp | 69.3%-36.0pp |
| Annual return | 10.32% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $915 | $2,559-64.2% | $4,136-77.9% | $2,565-64.3% |
| Participant deferral / active EE | $2,889 | $4,006-27.9% | $5,506-47.5% | $3,952-26.9% |
| Admin fee / account holder | $778 | $7,702-89.9% | $10,280-92.4% | $6,260-87.6% |