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 | $111,532 | $100,773+10.7% | $88,946+25.4% | $142,382-21.7% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.8%-14.3pp | 80.1%-25.6pp |
| Annual return | 9.13% | 70.18%-61.1pp | 57.82%-48.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,382 | $2,918-18.4% | $2,555-6.8% | $4,299-44.6% |
| Participant deferral / active EE | $7,449 | $5,230+42.4% | $4,581+62.6% | $6,507+14.5% |
| Admin fee / account holder | $2,600 | $9,693-73.2% | $8,261-68.5% | $12,624-79.4% |