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 | $71,392 | $53,516+33.4% | $126,539-43.6% | $84,808-15.8% |
| Participation rate | 25.9% | 58.2%-32.3pp | 69.8%-43.9pp | 68.3%-42.4pp |
| Annual return | 11.46% | 58.34%-46.9pp | 425.95%-414.5pp | 40.90%-29.4pp |
| Employer contribution / active EE | $439 | $1,535-71.4% | $3,674-88.1% | $2,631-83.3% |
| Participant deferral / active EE | $712 | $2,671-73.3% | $4,083-82.6% | $4,212-83.1% |
| Admin fee / account holder | $701 | $4,497-84.4% | $6,065-88.4% | $7,344-90.4% |