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 | $95,533 | $98,750-3.3% | $149,696-36.2% | $79,858+19.6% |
| Participation rate | 53.2% | 75.8%-22.5pp | 82.5%-29.2pp | 69.6%-16.4pp |
| Annual return | 8.27% | 27.43%-19.2pp | 276.60%-268.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,695 | $3,216-47.3% | $4,644-63.5% | $2,471-31.4% |
| Participant deferral / active EE | $3,275 | $5,680-42.3% | $6,842-52.1% | $3,740-12.4% |
| Admin fee / account holder | $7,584 | $6,053+25.3% | $9,309-18.5% | $5,306+42.9% |