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 7-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 | $30,934 | $48,230-35.9% | $67,502-54.2% | $80,856-61.7% |
| Participation rate | 59.5% | 66.4%-6.8pp | 72.9%-13.3pp | 67.6%-8.1pp |
| Annual return | 7.88% | 18.28%-10.4pp | 3512.12%-3504.2pp | 35.59%-27.7pp |
| Employer contribution / active EE | $445 | $2,020-78.0% | $2,731-83.7% | $2,755-83.9% |
| Participant deferral / active EE | $3,684 | $2,924+26.0% | $4,000-7.9% | $4,296-14.2% |
| Admin fee / account holder | $1,557 | $3,681-57.7% | $3,998-61.0% | $6,918-77.5% |