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 | $28,077 | $34,308-18.2% | $74,701-62.4% | $72,985-61.5% |
| Participation rate | 26.3% | 42.4%-16.1pp | 54.5%-28.1pp | 69.5%-43.2pp |
| Annual return | 12.49% | 26.58%-14.1pp | 752.92%-740.4pp | 81.00%-68.5pp |
| Employer contribution / active EE | $589 | $692-14.9% | $1,084-45.7% | $2,440-75.9% |
| Participant deferral / active EE | $1,455 | $1,271+14.4% | $1,964-25.9% | $3,607-59.7% |
| Admin fee / account holder | $2,088 | $2,124-1.7% | $3,333-37.4% | $5,124-59.3% |