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 | $79,349 | $56,317+40.9% | $71,209+11.4% | $74,304+6.8% |
| Participation rate | 20.0% | 55.1%-35.1pp | 73.8%-53.8pp | 60.3%-40.3pp |
| Annual return | 11.84% | 42.83%-31.0pp | 282.51%-270.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $628 | $2,160-70.9% | $2,721-76.9% | $2,241-72.0% |
| Participant deferral / active EE | $1,030 | $2,788-63.1% | $4,175-75.3% | $3,767-72.7% |
| Admin fee / account holder | $10,350 | $2,290+352.0% | $5,349+93.5% | $2,969+248.6% |