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 | $67,745 | $54,701+23.8% | $86,188-21.4% | $71,457-5.2% |
| Participation rate | 35.9% | 60.1%-24.2pp | 69.0%-33.0pp | 67.9%-32.0pp |
| Annual return | 12.62% | 20.06%-7.4pp | 1168.45%-1155.8pp | 28.85%-16.2pp |
| Employer contribution / active EE | $2,826 | $1,265+123.3% | $2,380+18.7% | $2,588+9.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $7,739 | $1,922+302.7% | $6,852+12.9% | $1,587+387.5% |