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 | $94,249 | $78,705+19.8% | $117,854-20.0% | $70,131+34.4% |
| Participation rate | 65.8% | 73.2%-7.4pp | 79.7%-13.9pp | 69.5%-3.8pp |
| Annual return | 12.12% | 23.30%-11.2pp | 335.08%-323.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $633 | $2,223-71.5% | $3,786-83.3% | $2,342-73.0% |
| Participant deferral / active EE | $4,905 | $3,297+48.8% | $4,482+9.4% | $3,332+47.2% |
| Admin fee / account holder | $6,228 | $5,065+23.0% | $8,020-22.3% | $4,645+34.1% |