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 | $59,726 | $25,014+138.8% | $69,647-14.2% | $80,856-26.1% |
| Participation rate | 42.5% | 64.2%-21.8pp | 66.5%-24.0pp | 67.6%-25.2pp |
| Annual return | 10.16% | 19.07%-8.9pp | 100.48%-90.3pp | 35.59%-25.4pp |
| Employer contribution / active EE | $865 | $993-12.9% | $1,712-49.5% | $2,755-68.6% |
| Participant deferral / active EE | $2,248 | $1,839+22.2% | $2,886-22.1% | $4,296-47.7% |
| Admin fee / account holder | $4,242 | $2,488+70.5% | $4,713-10.0% | $6,918-38.7% |