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 | $32,723 | $30,400+7.6% | $53,898-39.3% | $84,808-61.4% |
| Participation rate | 56.0% | 46.4%+9.6pp | 55.0%+1.0pp | 68.3%-12.3pp |
| Annual return | 13.50% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $525 | $603-12.8% | $932-43.6% | $2,631-80.0% |
| Participant deferral / active EE | $823 | $1,199-31.3% | $1,826-54.9% | $4,212-80.4% |
| Admin fee / account holder | $703 | $1,993-64.8% | $2,491-71.8% | $7,344-90.4% |