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 | $54,771 | $54,705+0.1% | $71,209-23.1% | $84,808-35.4% |
| Participation rate | 63.9% | 64.1%-0.2pp | 73.8%-9.9pp | 68.3%-4.4pp |
| Annual return | 12.97% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,236 | $2,158-42.7% | $2,721-54.6% | $2,631-53.0% |
| Participant deferral / active EE | $2,590 | $3,030-14.5% | $4,175-38.0% | $4,212-38.5% |
| Admin fee / account holder | $9,448 | $4,863+94.3% | $5,349+76.6% | $7,344+28.7% |