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 | $77,381 | $64,348+20.3% | $90,160-14.2% | $70,131+10.3% |
| Participation rate | 68.8% | 70.4%-1.7pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 13.07% | 28.13%-15.1pp | 34.88%-21.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,725 | $2,046+33.2% | $3,318-17.9% | $2,342+16.3% |
| Participant deferral / active EE | $5,364 | $4,389+22.2% | $5,288+1.4% | $3,332+61.0% |
| Admin fee / account holder | $7,511 | $3,944+90.5% | $5,943+26.4% | $4,645+61.7% |