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 | $52,338 | $44,960+16.4% | $84,966-38.4% | $74,495-29.7% |
| Participation rate | 9.1% | 49.4%-40.3pp | 67.5%-58.4pp | 67.2%-58.1pp |
| Annual return | 9.47% | 26.24%-16.8pp | 66.38%-56.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $496 | $1,457-66.0% | $2,727-81.8% | $2,623-81.1% |
| Participant deferral / active EE | $877 | $2,731-67.9% | $4,519-80.6% | $4,346-79.8% |
| Admin fee / account holder | $6,032 | $2,209+173.1% | $6,149-1.9% | $1,942+210.7% |