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 | $77,928 | $102,317-23.8% | $146,958-47.0% | $80,856-3.6% |
| Participation rate | 64.9% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 10.38% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,420 | $3,713-34.8% | $4,933-50.9% | $2,755-12.2% |
| Participant deferral / active EE | $7,671 | $6,644+15.5% | $8,070-4.9% | $4,296+78.6% |
| Admin fee / account holder | $7,797 | $7,941-1.8% | $12,998-40.0% | $6,918+12.7% |