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 | $84,471 | $91,190-7.4% | $178,490-52.7% | $79,858+5.8% |
| Participation rate | 61.4% | 69.2%-7.8pp | 81.9%-20.5pp | 69.6%-8.2pp |
| Annual return | 8.53% | 24.19%-15.7pp | 151.07%-142.5pp | 31.71%-23.2pp |
| Employer contribution / active EE | $2,046 | $3,256-37.2% | $5,011-59.2% | $2,471-17.2% |
| Participant deferral / active EE | $5,488 | $3,236+69.6% | $5,202+5.5% | $3,740+46.7% |
| Admin fee / account holder | $2,157 | $6,751-68.1% | $13,984-84.6% | $5,306-59.4% |