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 | $112,629 | $78,422+43.6% | $95,952+17.4% | $79,858+41.0% |
| Participation rate | 63.9% | 73.5%-9.6pp | 77.1%-13.2pp | 69.6%-5.7pp |
| Annual return | 6.65% | 19.37%-12.7pp | 91.61%-85.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,356 | $1,945-30.3% | $2,541-46.6% | $2,471-45.1% |
| Participant deferral / active EE | $3,216 | $3,440-6.5% | $4,167-22.8% | $3,740-14.0% |
| Admin fee / account holder | $511 | $5,622-90.9% | $6,795-92.5% | $5,306-90.4% |