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 | $91,377 | $79,449+15.0% | $189,557-51.8% | $85,850+6.4% |
| Participation rate | 45.5% | 66.0%-20.5pp | 78.4%-33.0pp | 69.3%-23.9pp |
| Annual return | 10.98% | 18.45%-7.5pp | 64.17%-53.2pp | 318.53%-307.6pp |
| Employer contribution / active EE | $3,609 | $2,081+73.4% | $4,412-18.2% | $2,565+40.7% |
| Participant deferral / active EE | $6,467 | $4,051+59.6% | $6,174+4.7% | $3,952+63.6% |
| Admin fee / account holder | $126,818 | $5,377+2258.5% | $9,807+1193.1% | $6,260+1925.9% |