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 | $29,397 | $34,308-14.3% | $74,701-60.6% | $72,985-59.7% |
| Participation rate | 34.6% | 42.4%-7.8pp | 54.5%-19.8pp | 69.5%-34.9pp |
| Annual return | 14.50% | 26.58%-12.1pp | 752.92%-738.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $299 | $692-56.8% | $1,084-72.4% | $2,440-87.7% |
| Participant deferral / active EE | $610 | $1,271-52.0% | $1,964-68.9% | $3,607-83.1% |
| Admin fee / account holder | $1,292 | $2,124-39.2% | $3,333-61.2% | $5,124-74.8% |