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 | $82,754 | $54,705+51.3% | $71,209+16.2% | $84,808-2.4% |
| Participation rate | 45.9% | 64.1%-18.2pp | 73.8%-27.9pp | 68.3%-22.4pp |
| Annual return | 13.41% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $745 | $2,158-65.5% | $2,721-72.6% | $2,631-71.7% |
| Participant deferral / active EE | $2,406 | $3,030-20.6% | $4,175-42.4% | $4,212-42.9% |
| Admin fee / account holder | $24,894 | $4,863+411.9% | $5,349+365.4% | $7,344+239.0% |