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 | $46,224 | $54,705-15.5% | $71,209-35.1% | $84,808-45.5% |
| Participation rate | 67.9% | 64.1%+3.8pp | 73.8%-5.9pp | 68.3%-0.5pp |
| Annual return | 12.48% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,404 | $2,158-34.9% | $2,721-48.4% | $2,631-46.6% |
| Participant deferral / active EE | $2,133 | $3,030-29.6% | $4,175-48.9% | $4,212-49.4% |
| Admin fee / account holder | $6,132 | $4,863+26.1% | $5,349+14.6% | $7,344-16.5% |