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 | $50,784 | $48,750+4.2% | $88,946-42.9% | $74,304-31.7% |
| Participation rate | 69.7% | 44.5%+25.2pp | 68.8%+0.8pp | 60.3%+9.3pp |
| Annual return | 12.97% | 25.91%-12.9pp | 57.82%-44.8pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,556 | $1,255+24.0% | $2,555-39.1% | $2,241-30.6% |
| Participant deferral / active EE | $2,854 | $2,423+17.8% | $4,581-37.7% | $3,767-24.2% |
| Admin fee / account holder | $3,433 | $3,756-8.6% | $8,261-58.4% | $2,969+15.6% |