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 | $74,518 | $69,515+7.2% | $86,874-14.2% | $85,850-13.2% |
| Participation rate | 48.0% | 66.3%-18.3pp | 71.6%-23.6pp | 69.3%-21.3pp |
| Annual return | 10.83% | 20.12%-9.3pp | 63.52%-52.7pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,275 | $1,880-32.2% | $2,495-48.9% | $2,565-50.3% |
| Participant deferral / active EE | $2,386 | $2,919-18.3% | $3,699-35.5% | $3,952-39.6% |
| Admin fee / account holder | $2,664 | $5,972-55.4% | $5,828-54.3% | $6,260-57.4% |