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 | $80,624 | $30,400+165.2% | $53,898+49.6% | $84,808-4.9% |
| Participation rate | 40.0% | 46.4%-6.4pp | 55.0%-15.0pp | 68.3%-28.3pp |
| Annual return | 7.31% | 500.19%-492.9pp | 528.60%-521.3pp | 40.90%-33.6pp |
| Employer contribution / active EE | $710 | $603+17.8% | $932-23.8% | $2,631-73.0% |
| Participant deferral / active EE | $1,801 | $1,199+50.2% | $1,826-1.4% | $4,212-57.2% |
| Admin fee / account holder | $1,630 | $1,993-18.2% | $2,491-34.5% | $7,344-77.8% |