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 | $30,150 | $31,310-3.7% | $53,898-44.1% | $74,304-59.4% |
| Participation rate | 38.5% | 30.7%+7.8pp | 55.0%-16.5pp | 60.3%-21.9pp |
| Annual return | 11.86% | 23.16%-11.3pp | 528.60%-516.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $744 | $450+65.4% | $932-20.2% | $2,241-66.8% |
| Participant deferral / active EE | $1,189 | $934+27.3% | $1,826-34.9% | $3,767-68.4% |
| Admin fee / account holder | $4,060 | $2,175+86.6% | $2,491+63.0% | $2,969+36.8% |