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 | $100,119 | $48,795+105.2% | $65,493+52.9% | $84,808+18.1% |
| Participation rate | 60.3% | 67.0%-6.7pp | 73.1%-12.8pp | 68.3%-8.0pp |
| Annual return | 4.45% | 20.20%-15.8pp | 982.45%-978.0pp | 40.90%-36.4pp |
| Employer contribution / active EE | $10,216 | $1,930+429.4% | $2,574+296.9% | $2,631+288.3% |
| Participant deferral / active EE | $1,617 | $2,928-44.8% | $3,961-59.2% | $4,212-61.6% |
| Admin fee / account holder | $1,610 | $3,877-58.5% | $5,028-68.0% | $7,344-78.1% |