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 | $103,833 | $95,416+8.8% | $185,823-44.1% | $85,850+20.9% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 11.47% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,714 | $3,314-48.3% | $5,167-66.8% | $2,565-33.2% |
| Participant deferral / active EE | $3,344 | $3,423-2.3% | $5,568-39.9% | $3,952-15.4% |
| Admin fee / account holder | $690 | $7,213-90.4% | $16,237-95.8% | $6,260-89.0% |