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 | $129,538 | $114,381+13.3% | $107,525+20.5% | $142,382-9.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 2.36% | 242.71%-240.4pp | 181.32%-179.0pp | 217.08%-214.7pp |
| Employer contribution / active EE | $2,418 | $4,015-39.8% | $3,754-35.6% | $4,299-43.8% |
| Participant deferral / active EE | $12,519 | $5,564+125.0% | $5,116+144.7% | $6,507+92.4% |
| Admin fee / account holder | $2,829 | $9,860-71.3% | $8,919-68.3% | $12,624-77.6% |