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 | $86,593 | $104,974-17.5% | $95,585-9.4% | $142,382-39.2% |
| Participation rate | 68.4% | 75.0%-6.5pp | 72.1%-3.7pp | 80.1%-11.7pp |
| Annual return | 9.27% | 210.33%-201.1pp | 38.56%-29.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $275 | $2,779-90.1% | $2,527-89.1% | $4,299-93.6% |
| Participant deferral / active EE | $2,460 | $4,352-43.5% | $4,023-38.9% | $6,507-62.2% |
| Admin fee / account holder | $9,165 | $6,386+43.5% | $6,127+49.6% | $12,624-27.4% |