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 7-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 | $88,171 | $29,660+197.3% | $56,411+56.3% | $80,856+9.0% |
| Participation rate | 10.3% | 41.6%-31.4pp | 52.5%-42.2pp | 67.6%-57.4pp |
| Annual return | 6.76% | 35.23%-28.5pp | 1701.33%-1694.6pp | 35.59%-28.8pp |
| Employer contribution / active EE | $472 | $669-29.5% | $1,039-54.6% | $2,755-82.9% |
| Participant deferral / active EE | $2,343 | $1,226+91.1% | $1,952+20.1% | $4,296-45.4% |
| Admin fee / account holder | $54,592 | $2,428+2148.9% | $2,829+1829.9% | $6,918+689.1% |