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 | $69,304 | $31,310+121.3% | $53,898+28.6% | $74,304-6.7% |
| Participation rate | 19.0% | 30.7%-11.7pp | 55.0%-35.9pp | 60.3%-41.3pp |
| Annual return | 12.57% | 23.16%-10.6pp | 528.60%-516.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $338 | $450-24.8% | $932-63.7% | $2,241-84.9% |
| Participant deferral / active EE | $909 | $934-2.7% | $1,826-50.2% | $3,767-75.9% |
| Admin fee / account holder | $2,648 | $2,175+21.7% | $2,491+6.3% | $2,969-10.8% |