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 | $113,514 | $152,587-25.6% | $125,175-9.3% | $152,861-25.7% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 6.53% | 54.84%-48.3pp | 43.79%-37.3pp | 345.32%-338.8pp |
| Employer contribution / active EE | $1,424 | $4,946-71.2% | $3,865-63.2% | $4,762-70.1% |
| Participant deferral / active EE | $6,607 | $5,868+12.6% | $4,937+33.8% | $5,850+12.9% |
| Admin fee / account holder | $1,005 | $13,434-92.5% | $9,702-89.6% | $11,596-91.3% |