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 | $110,821 | $81,460+36.0% | $103,333+7.2% | $80,856+37.1% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 9.88% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,018 | $3,105-2.8% | $3,868-22.0% | $2,755+9.6% |
| Participant deferral / active EE | $5,700 | $3,869+47.3% | $5,057+12.7% | $4,296+32.7% |
| Admin fee / account holder | $1,034 | $6,566-84.2% | $8,355-87.6% | $6,918-85.0% |