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 | $75,459 | $95,803-21.2% | $113,168-33.3% | $84,808-11.0% |
| Participation rate | 69.6% | 72.9%-3.3pp | 76.6%-7.0pp | 68.3%+1.3pp |
| Annual return | 11.85% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,698 | $4,242+10.7% | $5,107-8.0% | $4,212+11.5% |
| Admin fee / account holder | $2,595 | $8,989-71.1% | $12,068-78.5% | $7,344-64.7% |