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 | $32,328 | $49,922-35.2% | $80,569-59.9% | $75,163-57.0% |
| Participation rate | 57.5% | 55.3%+2.2pp | 67.0%-9.5pp | 67.2%-9.7pp |
| Annual return | 10.88% | 34.69%-23.8pp | 935.43%-924.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $761 | $1,698-55.2% | $2,723-72.0% | $2,670-71.5% |
| Participant deferral / active EE | $3,137 | $2,990+4.9% | $4,447-29.5% | $4,125-23.9% |
| Admin fee / account holder | $948 | $3,577-73.5% | $5,377-82.4% | $5,651-83.2% |