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 9-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 | $99,420 | $51,045+94.8% | $70,515+41.0% | $71,457+39.1% |
| Participation rate | 43.7% | 59.4%-15.8pp | 68.3%-24.7pp | 67.9%-24.3pp |
| Annual return | 13.24% | 42.63%-29.4pp | 32.77%-19.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,133 | $1,790-36.7% | $2,973-61.9% | $2,588-56.2% |
| Participant deferral / active EE | $3,396 | $3,026+12.2% | $4,567-25.6% | $4,289-20.8% |
| Admin fee / account holder | $3,731 | $1,994+87.1% | $6,412-41.8% | $1,587+135.0% |