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 | $67,640 | $84,233-19.7% | $170,442-60.3% | $70,131-3.6% |
| Participation rate | 64.7% | 70.8%-6.1pp | 83.6%-18.9pp | 69.5%-4.8pp |
| Annual return | 11.01% | 23.06%-12.1pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,642 | $3,387-51.5% | $5,433-69.8% | $2,342-29.9% |
| Participant deferral / active EE | $2,911 | $3,086-5.7% | $4,939-41.1% | $3,332-12.6% |
| Admin fee / account holder | $18,292 | $5,698+221.0% | $13,880+31.8% | $4,645+293.8% |