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 | $51,644 | $53,516-3.5% | $126,539-59.2% | $84,808-39.1% |
| Participation rate | 67.2% | 58.2%+9.0pp | 69.8%-2.6pp | 68.3%-1.1pp |
| Annual return | 11.22% | 58.34%-47.1pp | 425.95%-414.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $476 | $1,535-69.0% | $3,674-87.0% | $2,631-81.9% |
| Participant deferral / active EE | $5,426 | $2,671+103.2% | $4,083+32.9% | $4,212+28.8% |
| Admin fee / account holder | $7,008 | $4,497+55.9% | $6,065+15.6% | $7,344-4.6% |