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 | $34,955 | $89,753-61.1% | $107,525-67.5% | $84,808-58.8% |
| Participation rate | 65.8% | 68.1%-2.3pp | 75.1%-9.3pp | 68.3%-2.5pp |
| Annual return | 8.86% | 29.48%-20.6pp | 181.32%-172.5pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,838 | $3,113-8.8% | $3,754-24.4% | $2,631+7.9% |
| Participant deferral / active EE | $4,533 | $4,056+11.8% | $5,116-11.4% | $4,212+7.6% |
| Admin fee / account holder | $8,293 | $7,222+14.8% | $8,919-7.0% | $7,344+12.9% |