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 | $49,412 | $48,750+1.4% | $88,946-44.4% | $74,304-33.5% |
| Participation rate | 69.2% | 44.5%+24.7pp | 68.8%+0.4pp | 60.3%+8.9pp |
| Annual return | 9.92% | 25.91%-16.0pp | 57.82%-47.9pp | 29.43%-19.5pp |
| Employer contribution / active EE | $2,846 | $1,255+126.7% | $2,555+11.4% | $2,241+27.0% |
| Participant deferral / active EE | $5,660 | $2,423+133.6% | $4,581+23.5% | $3,767+50.2% |
| Admin fee / account holder | $21,940 | $3,756+484.2% | $8,261+165.6% | $2,969+639.0% |