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 | $108,468 | $57,016+90.2% | $84,966+27.7% | $80,856+34.1% |
| Participation rate | 62.9% | 56.3%+6.5pp | 67.5%-4.6pp | 67.6%-4.8pp |
| Annual return | 8.62% | 21.66%-13.0pp | 66.38%-57.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $3,677 | $1,798+104.5% | $2,727+34.8% | $2,755+33.5% |
| Participant deferral / active EE | $7,917 | $3,110+154.6% | $4,519+75.2% | $4,296+84.3% |
| Admin fee / account holder | $1,995 | $4,980-59.9% | $6,149-67.5% | $6,918-71.2% |