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 | $91,128 | $51,576+76.7% | $129,207-29.5% | $80,856+12.7% |
| Participation rate | 51.4% | 57.0%-5.6pp | 69.6%-18.3pp | 67.6%-16.3pp |
| Annual return | 10.67% | 20.81%-10.1pp | 9417.33%-9406.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,772 | $1,584+11.9% | $4,153-57.3% | $2,755-35.7% |
| Participant deferral / active EE | $3,823 | $2,669+43.3% | $4,168-8.3% | $4,296-11.0% |
| Admin fee / account holder | $4,938 | $4,305+14.7% | $7,715-36.0% | $6,918-28.6% |