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 | $102,683 | $34,308+199.3% | $74,701+37.5% | $72,985+40.7% |
| Participation rate | 7.7% | 42.4%-34.7pp | 54.5%-46.8pp | 69.5%-61.8pp |
| Annual return | 17.47% | 26.58%-9.1pp | 752.92%-735.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $155 | $692-77.6% | $1,084-85.7% | $2,440-93.6% |
| Participant deferral / active EE | $1,313 | $1,271+3.3% | $1,964-33.1% | $3,607-63.6% |
| Admin fee / account holder | $2,507 | $2,124+18.0% | $3,333-24.8% | $5,124-51.1% |