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 | $85,159 | $89,355-4.7% | $141,162-39.7% | $72,985+16.7% |
| Participation rate | 39.3% | 75.1%-35.8pp | 82.5%-43.1pp | 69.5%-30.1pp |
| Annual return | 16.21% | 111.85%-95.6pp | 71.39%-55.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,164 | $3,114-62.6% | $4,735-75.4% | $2,440-52.3% |
| Participant deferral / active EE | $2,563 | $5,418-52.7% | $6,709-61.8% | $3,607-29.0% |
| Admin fee / account holder | $1,092 | $5,958-81.7% | $10,261-89.4% | $5,124-78.7% |