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 | $105,471 | $99,985+5.5% | $146,665-28.1% | $85,850+22.9% |
| Participation rate | 48.1% | 73.1%-24.9pp | 80.1%-31.9pp | 69.3%-21.2pp |
| Annual return | 10.36% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,144 | $2,559-55.3% | $4,136-72.3% | $2,565-55.4% |
| Participant deferral / active EE | $3,023 | $4,006-24.5% | $5,506-45.1% | $3,952-23.5% |
| Admin fee / account holder | $2,658 | $7,702-65.5% | $10,280-74.1% | $6,260-57.5% |