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 9-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 | $82,886 | $99,918-17.0% | $81,382+1.8% | $145,922-43.2% |
| Participation rate | 57.1% | 74.2%-17.0pp | 69.5%-12.3pp | 80.3%-23.1pp |
| Annual return | 4.94% | 34.32%-29.4pp | 24.73%-19.8pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,275 | $2,978-23.6% | $2,463-7.6% | $4,660-51.2% |
| Participant deferral / active EE | $5,121 | $4,605+11.2% | $3,883+31.9% | $6,688-23.4% |
| Admin fee / account holder | $4,453 | $8,212-45.8% | $5,768-22.8% | $13,397-66.8% |