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 | $42,912 | $48,750-12.0% | $88,946-51.8% | $74,304-42.2% |
| Participation rate | 22.1% | 44.5%-22.4pp | 68.8%-46.7pp | 60.3%-38.2pp |
| Annual return | 13.36% | 25.91%-12.5pp | 57.82%-44.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $485 | $1,255-61.3% | $2,555-81.0% | $2,241-78.3% |
| Participant deferral / active EE | $1,201 | $2,423-50.5% | $4,581-73.8% | $3,767-68.1% |
| Admin fee / account holder | $7,462 | $3,756+98.7% | $8,261-9.7% | $2,969+151.3% |