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 | $60,286 | $105,181-42.7% | $159,436-62.2% | $85,850-29.8% |
| Participation rate | 52.3% | 75.8%-23.5pp | 82.8%-30.5pp | 69.3%-17.0pp |
| Annual return | 10.39% | 45.07%-34.7pp | 263.57%-253.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $972 | $3,318-70.7% | $4,829-79.9% | $2,565-62.1% |
| Participant deferral / active EE | $2,928 | $5,945-50.7% | $7,352-60.2% | $3,952-25.9% |
| Admin fee / account holder | $6,354 | $6,933-8.4% | $10,799-41.2% | $6,260+1.5% |