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 | $54,500 | $22,587+141.3% | $65,255-16.5% | $75,163-27.5% |
| Participation rate | 39.5% | 63.1%-23.6pp | 65.0%-25.5pp | 67.2%-27.7pp |
| Annual return | 11.57% | 71.03%-59.5pp | 47.35%-35.8pp | 160.62%-149.1pp |
| Employer contribution / active EE | $777 | $941-17.4% | $1,691-54.1% | $2,670-70.9% |
| Participant deferral / active EE | $2,029 | $1,695+19.7% | $2,831-28.3% | $4,125-50.8% |
| Admin fee / account holder | $3,845 | $1,876+105.0% | $4,112-6.5% | $5,651-32.0% |