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 | $68,667 | $66,098+3.9% | $101,794-32.5% | $74,304-7.6% |
| Participation rate | 30.5% | 53.8%-23.3pp | 69.2%-38.7pp | 60.3%-29.9pp |
| Annual return | 12.29% | 19.59%-7.3pp | 30.53%-18.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $487 | $1,082-55.0% | $2,289-78.7% | $2,241-78.3% |
| Participant deferral / active EE | $1,385 | $2,781-50.2% | $4,084-66.1% | $3,767-63.2% |
| Admin fee / account holder | $10,714 | $4,146+158.4% | $8,777+22.1% | $2,969+260.9% |