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 | $79,203 | $44,960+76.2% | $84,966-6.8% | $74,495+6.3% |
| Participation rate | 17.1% | 49.4%-32.2pp | 67.5%-50.4pp | 67.2%-50.1pp |
| Annual return | 9.09% | 26.24%-17.2pp | 66.38%-57.3pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $453 | $1,457-68.9% | $2,727-83.4% | $2,623-82.7% |
| Participant deferral / active EE | $1,114 | $2,731-59.2% | $4,519-75.3% | $4,346-74.4% |
| Admin fee / account holder | $4,147 | $2,209+87.7% | $6,149-32.6% | $1,942+113.6% |