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 | $42,907 | $39,019+10.0% | $80,716-46.8% | $85,850-50.0% |
| Participation rate | 53.8% | 41.5%+12.3pp | 54.2%-0.3pp | 69.3%-15.5pp |
| Annual return | 4.72% | 26.27%-21.5pp | 87.28%-82.6pp | 318.53%-313.8pp |
| Employer contribution / active EE | $208 | $722-71.2% | $1,160-82.0% | $2,565-91.9% |
| Participant deferral / active EE | $1,619 | $1,326+22.1% | $2,146-24.5% | $3,952-59.0% |
| Admin fee / account holder | $1,377 | $2,431-43.4% | $3,380-59.3% | $6,260-78.0% |