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 4-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 | $57,028 | $54,705+4.2% | $71,209-19.9% | $84,808-32.8% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 10.12% | 35.90%-25.8pp | 282.51%-272.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,921 | $2,158-11.0% | $2,721-29.4% | $2,631-27.0% |
| Participant deferral / active EE | $7,438 | $3,030+145.4% | $4,175+78.1% | $4,212+76.6% |
| Admin fee / account holder | $5,331 | $4,863+9.6% | $5,349-0.3% | $7,344-27.4% |