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 | $47,274 | $52,406-9.8% | $129,207-63.4% | $74,495-36.5% |
| Participation rate | 62.4% | 53.8%+8.6pp | 69.6%-7.2pp | 67.2%-4.8pp |
| Annual return | 11.35% | 15.66%-4.3pp | 9417.33%-9406.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $936 | $1,531-38.8% | $4,153-77.5% | $2,623-64.3% |
| Participant deferral / active EE | $1,775 | $2,794-36.5% | $4,168-57.4% | $4,346-59.2% |
| Admin fee / account holder | $942 | $2,633-64.2% | $7,715-87.8% | $1,942-51.5% |