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 | $112,108 | $29,660+278.0% | $56,411+98.7% | $80,856+38.7% |
| Participation rate | 53.9% | 41.6%+12.3pp | 52.5%+1.5pp | 67.6%-13.7pp |
| Annual return | 7.51% | 35.23%-27.7pp | 1701.33%-1693.8pp | 35.59%-28.1pp |
| Employer contribution / active EE | $279 | $669-58.3% | $1,039-73.1% | $2,755-89.9% |
| Participant deferral / active EE | $4,183 | $1,226+241.2% | $1,952+114.3% | $4,296-2.6% |
| Admin fee / account holder | $19,879 | $2,428+718.9% | $2,829+602.7% | $6,918+187.3% |