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 7-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 | $30,293 | $29,660+2.1% | $56,411-46.3% | $80,856-62.5% |
| Participation rate | 13.5% | 41.6%-28.2pp | 52.5%-39.0pp | 67.6%-54.2pp |
| Annual return | 1.88% | 35.23%-33.3pp | 1701.33%-1699.4pp | 35.59%-33.7pp |
| Employer contribution / active EE | $194 | $669-71.1% | $1,039-81.3% | $2,755-93.0% |
| Participant deferral / active EE | $1,282 | $1,226+4.6% | $1,952-34.3% | $4,296-70.1% |
| Admin fee / account holder | $1,888 | $2,428-22.2% | $2,829-33.3% | $6,918-72.7% |