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 | $98,833 | $89,753+10.1% | $107,525-8.1% | $84,808+16.5% |
| Participation rate | 67.3% | 68.1%-0.8pp | 75.1%-7.8pp | 68.3%-1.0pp |
| Annual return | 12.89% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,713 | $3,113-45.0% | $3,754-54.4% | $2,631-34.9% |
| Participant deferral / active EE | $3,722 | $4,056-8.2% | $5,116-27.2% | $4,212-11.6% |
| Admin fee / account holder | $19,848 | $7,222+174.8% | $8,919+122.5% | $7,344+170.3% |