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 8-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 | $66,748 | $30,400+119.6% | $53,898+23.8% | $84,808-21.3% |
| Participation rate | 52.3% | 46.4%+5.8pp | 55.0%-2.7pp | 68.3%-16.0pp |
| Annual return | 13.89% | 500.19%-486.3pp | 528.60%-514.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,761 | $603+192.2% | $932+88.9% | $2,631-33.1% |
| Participant deferral / active EE | $3,182 | $1,199+165.5% | $1,826+74.3% | $4,212-24.4% |
| Admin fee / account holder | $688 | $1,993-65.5% | $2,491-72.4% | $7,344-90.6% |