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 | $63,858 | $56,317+13.4% | $71,209-10.3% | $74,304-14.1% |
| Participation rate | 62.9% | 55.1%+7.7pp | 73.8%-10.9pp | 60.3%+2.5pp |
| Annual return | 7.75% | 42.83%-35.1pp | 282.51%-274.8pp | 29.43%-21.7pp |
| Employer contribution / active EE | $6,491 | $2,160+200.5% | $2,721+138.5% | $2,241+189.6% |
| Participant deferral / active EE | $911 | $2,788-67.3% | $4,175-78.2% | $3,767-75.8% |
| Admin fee / account holder | $4,540 | $2,290+98.3% | $5,349-15.1% | $2,969+52.9% |