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 | $71,824 | $54,541+31.7% | $78,778-8.8% | $70,131+2.4% |
| Participation rate | 58.8% | 60.8%-2.0pp | 69.2%-10.4pp | 69.5%-10.7pp |
| Annual return | 11.28% | 21.07%-9.8pp | 35.62%-24.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $4,166 | $1,089+282.7% | $1,986+109.8% | $2,342+77.8% |
| Participant deferral / active EE | $3,328 | $2,210+50.6% | $2,958+12.5% | $3,332-0.1% |
| Admin fee / account holder | $3,713 | $3,709+0.1% | $5,134-27.7% | $4,645-20.1% |