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 | $76,798 | $45,073+70.4% | $69,455+10.6% | $72,985+5.2% |
| Participation rate | 60.4% | 68.5%-8.1pp | 74.6%-14.2pp | 69.5%-9.1pp |
| Annual return | 5.28% | 22.65%-17.4pp | 28.97%-23.7pp | 81.00%-75.7pp |
| Employer contribution / active EE | $5,092 | $2,054+147.9% | $2,779+83.2% | $2,440+108.7% |
| Participant deferral / active EE | $9,424 | $2,602+262.2% | $3,535+166.6% | $3,607+161.3% |
| Admin fee / account holder | $13,765 | $3,056+350.5% | $3,839+258.5% | $5,124+168.6% |