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 | $98,635 | $54,705+80.3% | $71,209+38.5% | $84,808+16.3% |
| Participation rate | 63.6% | 64.1%-0.4pp | 73.8%-10.1pp | 68.3%-4.7pp |
| Annual return | 11.04% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $513 | $2,158-76.2% | $2,721-81.1% | $2,631-80.5% |
| Participant deferral / active EE | $1,953 | $3,030-35.6% | $4,175-53.2% | $4,212-53.6% |
| Admin fee / account holder | $556 | $4,863-88.6% | $5,349-89.6% | $7,344-92.4% |