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 | $110,864 | $94,625+17.2% | $116,228-4.6% | $84,808+30.7% |
| Participation rate | 68.2% | 70.4%-2.3pp | 74.6%-6.4pp | 68.3%-0.1pp |
| Annual return | 9.38% | 20.40%-11.0pp | 90.06%-80.7pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,570 | $2,347+9.5% | $2,994-14.2% | $2,631-2.3% |
| Participant deferral / active EE | $4,000 | $3,972+0.7% | $4,953-19.2% | $4,212-5.0% |
| Admin fee / account holder | $3,379 | $10,091-66.5% | $11,989-71.8% | $7,344-54.0% |