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 9-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 | $100,389 | $29,660+238.5% | $56,411+78.0% | $80,856+24.2% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 10.29% | 35.23%-24.9pp | 1701.33%-1691.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $460 | $669-31.2% | $1,039-55.7% | $2,755-83.3% |
| Participant deferral / active EE | $2,183 | $1,226+78.1% | $1,952+11.9% | $4,296-49.2% |
| Admin fee / account holder | $990 | $2,428-59.2% | $2,829-65.0% | $6,918-85.7% |