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 | $42,857 | $70,669-39.4% | $169,368-74.7% | $75,163-43.0% |
| Participation rate | 25.0% | 64.8%-39.8pp | 77.1%-52.1pp | 67.2%-42.2pp |
| Annual return | 11.46% | 36.36%-24.9pp | 405.60%-394.1pp | 160.62%-149.2pp |
| Employer contribution / active EE | $529 | $2,211-76.1% | $4,013-86.8% | $2,670-80.2% |
| Participant deferral / active EE | $1,964 | $4,311-54.4% | $6,221-68.4% | $4,125-52.4% |
| Admin fee / account holder | $7,073 | $5,402+30.9% | $9,003-21.4% | $5,651+25.2% |