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 | $74,345 | $89,355-16.8% | $141,162-47.3% | $72,985+1.9% |
| Participation rate | 65.9% | 75.1%-9.3pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 17.73% | 111.85%-94.1pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $741 | $3,114-76.2% | $4,735-84.4% | $2,440-69.6% |
| Participant deferral / active EE | $3,684 | $5,418-32.0% | $6,709-45.1% | $3,607+2.1% |
| Admin fee / account holder | $3,435 | $5,958-42.4% | $10,261-66.5% | $5,124-33.0% |