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 | $59,442 | $54,541+9.0% | $78,778-24.5% | $70,131-15.2% |
| Participation rate | 67.9% | 60.8%+7.1pp | 69.2%-1.3pp | 69.5%-1.7pp |
| Annual return | 11.52% | 21.07%-9.6pp | 35.62%-24.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $765 | $1,089-29.8% | $1,986-61.5% | $2,342-67.4% |
| Participant deferral / active EE | $1,922 | $2,210-13.0% | $2,958-35.0% | $3,332-42.3% |
| Admin fee / account holder | $14,891 | $3,709+301.5% | $5,134+190.1% | $4,645+220.6% |