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 | $58,472 | $101,724-42.5% | $164,813-64.5% | $80,856-27.7% |
| Participation rate | 68.2% | 71.8%-3.6pp | 78.6%-10.4pp | 67.6%+0.5pp |
| Annual return | 10.42% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,588 | $2,953-46.2% | $4,341-63.4% | $2,755-42.4% |
| Participant deferral / active EE | $4,279 | $4,477-4.4% | $6,031-29.1% | $4,296-0.4% |
| Admin fee / account holder | $1,913 | $8,227-76.7% | $12,690-84.9% | $6,918-72.3% |