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 | $31,324 | $118,450-73.6% | $98,439-68.2% | $139,434-77.5% |
| Participation rate | 68.4% | 77.4%-9.0pp | 75.2%-6.7pp | 80.3%-11.9pp |
| Annual return | 5.48% | 18.94%-13.5pp | 21.16%-15.7pp | 372.94%-367.5pp |
| Employer contribution / active EE | $2,600 | $3,609-28.0% | $3,048-14.7% | $4,751-45.3% |
| Participant deferral / active EE | $2,600 | $5,392-51.8% | $4,738-45.1% | $6,710-61.3% |
| Admin fee / account holder | $27,756 | $14,026+97.9% | $8,948+210.2% | $11,403+143.4% |