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 | $65,564 | $52,279+25.4% | $89,391-26.7% | $79,858-17.9% |
| Participation rate | 67.4% | 57.5%+9.9pp | 68.0%-0.5pp | 69.6%-2.2pp |
| Annual return | 6.72% | 22.16%-15.4pp | 245.62%-238.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,088 | $1,572+32.9% | $2,586-19.2% | $2,471-15.5% |
| Participant deferral / active EE | $1,842 | $2,740-32.8% | $3,890-52.7% | $3,740-50.8% |
| Admin fee / account holder | $4,210 | $3,356+25.4% | $4,881-13.8% | $5,306-20.7% |