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 | $90,474 | $65,041+39.1% | $90,951-0.5% | $79,858+13.3% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 8.13% | 30.45%-22.3pp | 134.60%-126.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $6,315 | $1,247+406.3% | $2,122+197.6% | $2,471+155.6% |
| Participant deferral / active EE | $1,145 | $2,512-54.4% | $3,373-66.1% | $3,740-69.4% |
| Admin fee / account holder | $6,444 | $4,536+42.1% | $5,959+8.1% | $5,306+21.4% |