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 | $90,400 | $100,773-10.3% | $88,946+1.6% | $142,382-36.5% |
| Participation rate | 47.1% | 74.3%-27.2pp | 68.8%-21.8pp | 80.1%-33.1pp |
| Annual return | 10.34% | 70.18%-59.8pp | 57.82%-47.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,145 | $2,918-60.7% | $2,555-55.2% | $4,299-73.4% |
| Participant deferral / active EE | $2,615 | $5,230-50.0% | $4,581-42.9% | $6,507-59.8% |
| Admin fee / account holder | $2,702 | $9,693-72.1% | $8,261-67.3% | $12,624-78.6% |