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 | $76,055 | $67,411+12.8% | $91,001-16.4% | $70,131+8.4% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 12.09% | -40.16%+52.3pp | 4.60%+7.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,080 | $1,786-39.5% | $2,456-56.0% | $2,342-53.9% |
| Participant deferral / active EE | $2,647 | $2,823-6.2% | $3,547-25.4% | $3,332-20.5% |
| Admin fee / account holder | $3,788 | $4,236-10.6% | $5,417-30.1% | $4,645-18.5% |