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 | $137,624 | $109,881+25.2% | $150,045-8.3% | $84,808+62.3% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.8pp | 68.3%-8.8pp |
| Annual return | 13.56% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,744 | $3,561-51.0% | $4,693-62.8% | $2,631-33.7% |
| Participant deferral / active EE | $3,233 | $6,636-51.3% | $7,997-59.6% | $4,212-23.2% |
| Admin fee / account holder | $2,385 | $8,568-72.2% | $13,435-82.2% | $7,344-67.5% |