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 | $94,621 | $60,022+57.6% | $88,946+6.4% | $84,808+11.6% |
| Participation rate | 55.1% | 57.8%-2.7pp | 68.8%-13.7pp | 68.3%-13.2pp |
| Annual return | 10.97% | 22.43%-11.5pp | 57.82%-46.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,479 | $1,703+104.3% | $2,555+36.2% | $2,631+32.2% |
| Participant deferral / active EE | $9,565 | $3,114+207.2% | $4,581+108.8% | $4,212+127.1% |
| Admin fee / account holder | $21,957 | $4,811+356.4% | $8,261+165.8% | $7,344+199.0% |