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 | $86,442 | $89,355-3.3% | $141,162-38.8% | $72,985+18.4% |
| Participation rate | 33.3% | 75.1%-41.8pp | 82.5%-49.1pp | 69.5%-36.2pp |
| Annual return | 17.12% | 111.85%-94.7pp | 71.39%-54.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $863 | $3,114-72.3% | $4,735-81.8% | $2,440-64.6% |
| Participant deferral / active EE | $3,093 | $5,418-42.9% | $6,709-53.9% | $3,607-14.3% |
| Admin fee / account holder | $309 | $5,958-94.8% | $10,261-97.0% | $5,124-94.0% |