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 | $12,999 | $34,308-62.1% | $74,701-82.6% | $72,985-82.2% |
| Participation rate | 52.2% | 42.4%+9.8pp | 54.5%-2.3pp | 69.5%-17.3pp |
| Annual return | 15.20% | 26.58%-11.4pp | 752.92%-737.7pp | 81.00%-65.8pp |
| Employer contribution / active EE | $590 | $692-14.7% | $1,084-45.6% | $2,440-75.8% |
| Participant deferral / active EE | $858 | $1,271-32.5% | $1,964-56.3% | $3,607-76.2% |
| Admin fee / account holder | $3,744 | $2,124+76.3% | $3,333+12.3% | $5,124-26.9% |