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 7-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 | $85,035 | $60,022+41.7% | $88,946-4.4% | $84,808+0.3% |
| Participation rate | 59.4% | 57.8%+1.5pp | 68.8%-9.5pp | 68.3%-8.9pp |
| Annual return | 10.44% | 22.43%-12.0pp | 57.82%-47.4pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,228 | $1,703+30.9% | $2,555-12.8% | $2,631-15.3% |
| Participant deferral / active EE | $3,571 | $3,114+14.7% | $4,581-22.1% | $4,212-15.2% |
| Admin fee / account holder | $3,877 | $4,811-19.4% | $8,261-53.1% | $7,344-47.2% |