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 | $91,745 | $85,202+7.7% | $172,739-46.9% | $72,985+25.7% |
| Participation rate | 14.8% | 70.1%-55.2pp | 82.6%-67.8pp | 69.5%-54.7pp |
| Annual return | 4.11% | 27.32%-23.2pp | 802.84%-798.7pp | 81.00%-76.9pp |
| Employer contribution / active EE | $410 | $3,324-87.7% | $5,143-92.0% | $2,440-83.2% |
| Participant deferral / active EE | $1,373 | $3,260-57.9% | $5,198-73.6% | $3,607-61.9% |
| Admin fee / account holder | $1,210 | $5,884-79.4% | $13,954-91.3% | $5,124-76.4% |