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 | $63,867 | $56,317+13.4% | $71,209-10.3% | $74,304-14.0% |
| Participation rate | 40.2% | 55.1%-15.0pp | 73.8%-33.6pp | 60.3%-20.2pp |
| Annual return | 12.18% | 42.83%-30.7pp | 282.51%-270.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,101 | $2,160-49.0% | $2,721-59.5% | $2,241-50.9% |
| Participant deferral / active EE | $2,412 | $2,788-13.5% | $4,175-42.2% | $3,767-36.0% |
| Admin fee / account holder | $3,886 | $2,290+69.7% | $5,349-27.4% | $2,969+30.9% |