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 | $80,634 | $72,277+11.6% | $101,248-20.4% | $79,858+1.0% |
| Participation rate | 44.8% | 68.5%-23.6pp | 75.8%-31.0pp | 69.6%-24.8pp |
| Annual return | 7.01% | 22.30%-15.3pp | 46.47%-39.5pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,407 | $2,692-47.7% | $3,660-61.6% | $2,471-43.1% |
| Participant deferral / active EE | $2,634 | $3,282-19.7% | $4,370-39.7% | $3,740-29.6% |
| Admin fee / account holder | $34,008 | $4,400+672.8% | $5,945+472.0% | $5,306+540.9% |