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 | $32,768 | $54,705-40.1% | $71,209-54.0% | $84,808-61.4% |
| Participation rate | 64.3% | 64.1%+0.2pp | 73.8%-9.5pp | 68.3%-4.0pp |
| Annual return | 8.97% | 35.90%-26.9pp | 282.51%-273.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $919 | $2,158-57.4% | $2,721-66.2% | $2,631-65.1% |
| Participant deferral / active EE | $2,179 | $3,030-28.1% | $4,175-47.8% | $4,212-48.3% |
| Admin fee / account holder | $5,155 | $4,863+6.0% | $5,349-3.6% | $7,344-29.8% |