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 | $106,530 | $48,795+118.3% | $65,493+62.7% | $84,808+25.6% |
| Participation rate | 18.6% | 67.0%-48.3pp | 73.1%-54.4pp | 68.3%-49.7pp |
| Annual return | 10.75% | 20.20%-9.4pp | 982.45%-971.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $742 | $1,930-61.5% | $2,574-71.2% | $2,631-71.8% |
| Participant deferral / active EE | $2,181 | $2,928-25.5% | $3,961-44.9% | $4,212-48.2% |
| Admin fee / account holder | $706 | $3,877-81.8% | $5,028-86.0% | $7,344-90.4% |