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 | $77,566 | $80,724-3.9% | $103,333-24.9% | $74,495+4.1% |
| Participation rate | 69.9% | 65.7%+4.2pp | 74.5%-4.6pp | 67.2%+2.7pp |
| Annual return | 10.61% | 27.56%-17.0pp | 24.88%-14.3pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,952 | $3,157-38.2% | $3,868-49.5% | $2,623-25.6% |
| Participant deferral / active EE | $5,925 | $3,860+53.5% | $5,057+17.2% | $4,346+36.3% |
| Admin fee / account holder | $10,316 | $2,368+335.6% | $8,355+23.5% | $1,942+431.3% |