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 | $87,193 | $81,460+7.0% | $103,333-15.6% | $80,856+7.8% |
| Participation rate | 69.4% | 66.8%+2.6pp | 74.5%-5.1pp | 67.6%+1.8pp |
| Annual return | 10.40% | 25.55%-15.1pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,604 | $3,105-16.1% | $3,868-32.7% | $2,755-5.5% |
| Participant deferral / active EE | $5,772 | $3,869+49.2% | $5,057+14.1% | $4,296+34.4% |
| Admin fee / account holder | $1,541 | $6,566-76.5% | $8,355-81.6% | $6,918-77.7% |