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 | $46,594 | $29,660+57.1% | $56,411-17.4% | $80,856-42.4% |
| Participation rate | 41.9% | 41.6%+0.3pp | 52.5%-10.5pp | 67.6%-25.7pp |
| Annual return | 10.51% | 35.23%-24.7pp | 1701.33%-1690.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $733 | $669+9.6% | $1,039-29.4% | $2,755-73.4% |
| Participant deferral / active EE | $1,689 | $1,226+37.8% | $1,952-13.4% | $4,296-60.7% |
| Admin fee / account holder | $1,226 | $2,428-49.5% | $2,829-56.7% | $6,918-82.3% |