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 | $57,670 | $77,314-25.4% | $177,989-67.6% | $80,856-28.7% |
| Participation rate | 67.4% | 65.7%+1.7pp | 77.1%-9.7pp | 67.6%-0.2pp |
| Annual return | 8.76% | 18.09%-9.3pp | 294.48%-285.7pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,045 | $2,292-54.4% | $3,949-73.5% | $2,755-62.1% |
| Participant deferral / active EE | $1,776 | $4,411-59.7% | $6,276-71.7% | $4,296-58.7% |
| Admin fee / account holder | $22,449 | $7,191+212.2% | $10,363+116.6% | $6,918+224.5% |