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 | $50,941 | $51,175-0.5% | $70,515-27.8% | $75,163-32.2% |
| Participation rate | 68.0% | 60.9%+7.1pp | 68.3%-0.3pp | 67.2%+0.8pp |
| Annual return | 12.60% | 30.02%-17.4pp | 32.77%-20.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,048 | $1,826+12.1% | $2,973-31.1% | $2,670-23.3% |
| Participant deferral / active EE | $3,752 | $2,849+31.7% | $4,567-17.8% | $4,125-9.0% |
| Admin fee / account holder | $2,168 | $4,091-47.0% | $6,412-66.2% | $5,651-61.6% |