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 | $68,161 | $72,492-6.0% | $87,100-21.7% | $72,985-6.6% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.3pp | 69.5%+0.1pp |
| Annual return | 10.22% | 24.46%-14.2pp | 28.19%-18.0pp | 81.00%-70.8pp |
| Employer contribution / active EE | $1,122 | $1,894-40.8% | $2,521-55.5% | $2,440-54.0% |
| Participant deferral / active EE | $2,455 | $3,270-24.9% | $4,049-39.3% | $3,607-31.9% |
| Admin fee / account holder | $941 | $5,055-81.4% | $7,497-87.4% | $5,124-81.6% |