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 | $43,488 | $63,346-31.3% | $92,233-52.9% | $70,131-38.0% |
| Participation rate | 69.8% | 68.7%+1.1pp | 76.5%-6.7pp | 69.5%+0.2pp |
| Annual return | 12.05% | 530.12%-518.1pp | 176.28%-164.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $981 | $2,471-60.3% | $3,679-73.3% | $2,342-58.1% |
| Participant deferral / active EE | $1,870 | $2,854-34.5% | $3,897-52.0% | $3,332-43.9% |
| Admin fee / account holder | $754 | $3,840-80.4% | $5,194-85.5% | $4,645-83.8% |