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 | $89,504 | $86,929+3.0% | $102,423-12.6% | $80,856+10.7% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.6%-3.4pp |
| Annual return | 9.83% | 18.88%-9.0pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,481 | $2,369+46.9% | $3,023+15.1% | $2,755+26.4% |
| Participant deferral / active EE | $5,394 | $4,118+31.0% | $5,053+6.7% | $4,296+25.6% |
| Admin fee / account holder | $2,673 | $8,049-66.8% | $9,451-71.7% | $6,918-61.4% |