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 | $34,848 | $56,317-38.1% | $71,209-51.1% | $74,304-53.1% |
| Participation rate | 62.4% | 55.1%+7.3pp | 73.8%-11.4pp | 60.3%+2.0pp |
| Annual return | 10.45% | 42.83%-32.4pp | 282.51%-272.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $1,404 | $2,160-35.0% | $2,721-48.4% | $2,241-37.4% |
| Participant deferral / active EE | $2,602 | $2,788-6.7% | $4,175-37.7% | $3,767-30.9% |
| Admin fee / account holder | $433 | $2,290-81.1% | $5,349-91.9% | $2,969-85.4% |