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 | $68,865 | $27,915+146.7% | $58,482+17.8% | $75,163-8.4% |
| Participation rate | 33.0% | 38.8%-5.9pp | 50.9%-17.9pp | 67.2%-34.2pp |
| Annual return | 14.01% | 44.20%-30.2pp | 4239.32%-4225.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $195 | $669-70.8% | $1,053-81.5% | $2,670-92.7% |
| Participant deferral / active EE | $1,951 | $1,201+62.4% | $1,924+1.4% | $4,125-52.7% |
| Admin fee / account holder | $1,133 | $1,726-34.4% | $2,516-55.0% | $5,651-80.0% |