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 | $83,581 | $64,324+29.9% | $118,925-29.7% | $79,858+4.7% |
| Participation rate | 67.9% | 64.9%+3.0pp | 75.4%-7.5pp | 69.6%-1.8pp |
| Annual return | 7.63% | 86.45%-78.8pp | 35.88%-28.3pp | 31.71%-24.1pp |
| Employer contribution / active EE | $891 | $1,836-51.5% | $3,263-72.7% | $2,471-63.9% |
| Participant deferral / active EE | $1,875 | $2,824-33.6% | $4,265-56.0% | $3,740-49.9% |
| Admin fee / account holder | $3,448 | $4,040-14.7% | $6,581-47.6% | $5,306-35.0% |