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 | $42,807 | $29,660+44.3% | $56,411-24.1% | $80,856-47.1% |
| Participation rate | 43.5% | 41.6%+1.8pp | 52.5%-9.0pp | 67.6%-24.2pp |
| Annual return | 9.22% | 35.23%-26.0pp | 1701.33%-1692.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $688 | $669+2.8% | $1,039-33.7% | $2,755-75.0% |
| Participant deferral / active EE | $1,745 | $1,226+42.3% | $1,952-10.6% | $4,296-59.4% |
| Admin fee / account holder | $1,048 | $2,428-56.8% | $2,829-63.0% | $6,918-84.9% |