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 | $96,650 | $68,547+41.0% | $120,354-19.7% | $80,856+19.5% |
| Participation rate | 60.0% | 61.6%-1.6pp | 71.9%-11.9pp | 67.6%-7.6pp |
| Annual return | 8.86% | 23.60%-14.7pp | 107.15%-98.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,140 | $2,051+4.3% | $3,463-38.2% | $2,755-22.3% |
| Participant deferral / active EE | $2,575 | $3,173-18.9% | $4,991-48.4% | $4,296-40.1% |
| Admin fee / account holder | $4,515 | $5,732-21.2% | $9,423-52.1% | $6,918-34.7% |