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 | $62,765 | $71,050-11.7% | $93,606-32.9% | $80,856-22.4% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.6%-24.4pp |
| Annual return | 8.98% | 11.26%-2.3pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $544 | $1,564-65.2% | $2,420-77.5% | $2,755-80.3% |
| Participant deferral / active EE | $3,641 | $4,034-9.7% | $4,411-17.5% | $4,296-15.3% |
| Admin fee / account holder | $9,798 | $6,945+41.1% | $8,285+18.3% | $6,918+41.6% |