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 | $96,630 | $64,324+50.2% | $118,925-18.7% | $79,858+21.0% |
| Participation rate | 63.6% | 64.9%-1.2pp | 75.4%-11.7pp | 69.6%-6.0pp |
| Annual return | 9.82% | 86.45%-76.6pp | 35.88%-26.1pp | 31.71%-21.9pp |
| Employer contribution / active EE | $883 | $1,836-51.9% | $3,263-72.9% | $2,471-64.3% |
| Participant deferral / active EE | $2,282 | $2,824-19.2% | $4,265-46.5% | $3,740-39.0% |
| Admin fee / account holder | $3,740 | $4,040-7.4% | $6,581-43.2% | $5,306-29.5% |