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 | $84,108 | $78,422+7.2% | $95,952-12.3% | $79,858+5.3% |
| Participation rate | 67.3% | 73.5%-6.2pp | 77.1%-9.8pp | 69.6%-2.3pp |
| Annual return | 9.39% | 19.37%-10.0pp | 91.61%-82.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,233 | $1,945-36.6% | $2,541-51.5% | $2,471-50.1% |
| Participant deferral / active EE | $3,030 | $3,440-11.9% | $4,167-27.3% | $3,740-19.0% |
| Admin fee / account holder | $1,777 | $5,622-68.4% | $6,795-73.8% | $5,306-66.5% |