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 | $68,868 | $69,362-0.7% | $101,248-32.0% | $73,488-6.3% |
| Participation rate | 52.8% | 68.4%-15.6pp | 75.8%-23.0pp | 70.7%-17.8pp |
| Annual return | 6.01% | 18.46%-12.5pp | 46.47%-40.5pp | 28.51%-22.5pp |
| Employer contribution / active EE | $1,061 | $2,628-59.6% | $3,660-71.0% | $2,270-53.3% |
| Participant deferral / active EE | $1,784 | $3,300-45.9% | $4,370-59.2% | $3,740-52.3% |
| Admin fee / account holder | $2,089 | $704+196.9% | $5,945-64.9% | $513+307.1% |