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 | $70,345 | $48,046+46.4% | $84,611-16.9% | $72,985-3.6% |
| Participation rate | 53.7% | 57.6%-3.9pp | 68.2%-14.5pp | 69.5%-15.8pp |
| Annual return | 17.78% | 37.38%-19.6pp | 258.74%-241.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,484 | $1,602-7.3% | $2,652-44.0% | $2,440-39.2% |
| Participant deferral / active EE | $3,150 | $2,680+17.5% | $3,899-19.2% | $3,607-12.7% |
| Admin fee / account holder | $10,603 | $3,395+212.3% | $4,912+115.8% | $5,124+106.9% |