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 | $38,691 | $49,915-22.5% | $154,803-75.0% | $74,304-47.9% |
| Participation rate | 68.6% | 54.0%+14.6pp | 78.1%-9.5pp | 60.3%+8.2pp |
| Annual return | 11.83% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,203 | $1,611-25.3% | $4,305-72.1% | $2,241-46.3% |
| Participant deferral / active EE | $3,185 | $2,255+41.2% | $5,540-42.5% | $3,767-15.5% |
| Admin fee / account holder | $2,235 | $2,189+2.1% | $14,329-84.4% | $2,969-24.7% |