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 | $70,913 | $53,516+32.5% | $126,539-44.0% | $84,808-16.4% |
| Participation rate | 66.7% | 58.2%+8.4pp | 69.8%-3.2pp | 68.3%-1.6pp |
| Annual return | 12.70% | 58.34%-45.6pp | 425.95%-413.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,585 | $1,535+3.3% | $3,674-56.9% | $2,631-39.7% |
| Participant deferral / active EE | $2,113 | $2,671-20.9% | $4,083-48.3% | $4,212-49.8% |
| Admin fee / account holder | $5,739 | $4,497+27.6% | $6,065-5.4% | $7,344-21.9% |