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 | $115,248 | $78,672+46.5% | $109,143+5.6% | $85,850+34.2% |
| Participation rate | 64.0% | 68.3%-4.3pp | 75.9%-11.9pp | 69.3%-5.3pp |
| Annual return | 9.57% | 25.09%-15.5pp | 25.75%-16.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,926 | $2,735+7.0% | $3,722-21.4% | $2,565+14.1% |
| Participant deferral / active EE | $5,197 | $3,467+49.9% | $4,653+11.7% | $3,952+31.5% |
| Admin fee / account holder | $1,672 | $5,469-69.4% | $6,752-75.2% | $6,260-73.3% |