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 | $88,223 | $48,046+83.6% | $84,611+4.3% | $72,985+20.9% |
| Participation rate | 10.3% | 57.6%-47.2pp | 68.2%-57.9pp | 69.5%-59.1pp |
| Annual return | 9.80% | 37.38%-27.6pp | 258.74%-248.9pp | 81.00%-71.2pp |
| Employer contribution / active EE | $672 | $1,602-58.1% | $2,652-74.7% | $2,440-72.5% |
| Participant deferral / active EE | $1,324 | $2,680-50.6% | $3,899-66.0% | $3,607-63.3% |
| Admin fee / account holder | $387 | $3,395-88.6% | $4,912-92.1% | $5,124-92.5% |