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 7-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 | $30,443 | $27,915+9.1% | $58,482-47.9% | $75,163-59.5% |
| Participation rate | 29.4% | 38.8%-9.4pp | 50.9%-21.4pp | 67.2%-37.8pp |
| Annual return | 11.07% | 44.20%-33.1pp | 4239.32%-4228.2pp | 160.62%-149.6pp |
| Employer contribution / active EE | $675 | $669+0.9% | $1,053-35.9% | $2,670-74.7% |
| Participant deferral / active EE | $2,286 | $1,201+90.3% | $1,924+18.8% | $4,125-44.6% |
| Admin fee / account holder | $633 | $1,726-63.3% | $2,516-74.8% | $5,651-88.8% |