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 | $26,935 | $67,984-60.4% | $65,493-58.9% | $74,304-63.7% |
| Participation rate | 69.0% | 66.3%+2.6pp | 73.1%-4.1pp | 60.3%+8.6pp |
| Annual return | 9.17% | 19.87%-10.7pp | 982.45%-973.3pp | 29.43%-20.3pp |
| Employer contribution / active EE | $858 | $2,491-65.6% | $2,574-66.7% | $2,241-61.7% |
| Participant deferral / active EE | $1,364 | $3,346-59.3% | $3,961-65.6% | $3,767-63.8% |
| Admin fee / account holder | $915 | $1,373-33.3% | $5,028-81.8% | $2,969-69.2% |