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 | $96,655 | $63,346+52.6% | $92,233+4.8% | $70,131+37.8% |
| Participation rate | 64.0% | 68.7%-4.7pp | 76.5%-12.5pp | 69.5%-5.5pp |
| Annual return | 11.90% | 530.12%-518.2pp | 176.28%-164.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,671 | $2,471-32.4% | $3,679-54.6% | $2,342-28.7% |
| Participant deferral / active EE | $3,026 | $2,854+6.0% | $3,897-22.3% | $3,332-9.2% |
| Admin fee / account holder | $675 | $3,840-82.4% | $5,194-87.0% | $4,645-85.5% |