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 | $120,121 | $106,515+12.8% | $96,683+24.2% | $139,434-13.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 6.87% | 38.43%-31.6pp | 35.69%-28.8pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,019 | $4,103-75.2% | $3,737-72.7% | $4,751-78.5% |
| Participant deferral / active EE | $1,460 | $5,454-73.2% | $4,878-70.1% | $6,710-78.2% |
| Admin fee / account holder | $881 | $7,877-88.8% | $6,730-86.9% | $11,403-92.3% |