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 | $92,124 | $99,957-7.8% | $149,696-38.5% | $73,488+25.4% |
| Participation rate | 58.8% | 75.7%-16.9pp | 82.5%-23.7pp | 70.7%-11.9pp |
| Annual return | 13.14% | 53.87%-40.7pp | 276.60%-263.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,090 | $3,191-34.5% | $4,644-55.0% | $2,270-7.9% |
| Participant deferral / active EE | $5,127 | $6,073-15.6% | $6,842-25.1% | $3,740+37.1% |
| Admin fee / account holder | $2,346 | $551+326.0% | $9,309-74.8% | $513+357.2% |