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 | $78,414 | $98,750-20.6% | $149,696-47.6% | $79,858-1.8% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.5%-20.6pp | 69.6%-7.7pp |
| Annual return | 12.26% | 27.43%-15.2pp | 276.60%-264.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $732 | $3,216-77.2% | $4,644-84.2% | $2,471-70.4% |
| Participant deferral / active EE | $3,469 | $5,680-38.9% | $6,842-49.3% | $3,740-7.3% |
| Admin fee / account holder | $7,208 | $6,053+19.1% | $9,309-22.6% | $5,306+35.8% |