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 | $38,327 | $53,053-27.8% | $126,539-69.7% | $74,304-48.4% |
| Participation rate | 56.7% | 48.0%+8.7pp | 69.8%-13.1pp | 60.3%-3.7pp |
| Annual return | 11.66% | 29.46%-17.8pp | 425.95%-414.3pp | 29.43%-17.8pp |
| Employer contribution / active EE | $371 | $1,168-68.2% | $3,674-89.9% | $2,241-83.4% |
| Participant deferral / active EE | $1,525 | $2,303-33.8% | $4,083-62.6% | $3,767-59.5% |
| Admin fee / account holder | $2,172 | $3,698-41.3% | $6,065-64.2% | $2,969-26.9% |