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 | $19,145 | $58,208-67.1% | $81,812-76.6% | $80,856-76.3% |
| Participation rate | 55.2% | 63.4%-8.2pp | 72.3%-17.2pp | 67.6%-12.5pp |
| Annual return | 8.37% | 41.66%-33.3pp | 773.79%-765.4pp | 35.59%-27.2pp |
| Employer contribution / active EE | $635 | $2,340-72.9% | $2,912-78.2% | $2,755-77.0% |
| Participant deferral / active EE | $5,152 | $3,281+57.0% | $4,319+19.3% | $4,296+19.9% |
| Admin fee / account holder | $2,022 | $4,981-59.4% | $7,386-72.6% | $6,918-70.8% |