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 | $94,656 | $74,888+26.4% | $71,209+32.9% | $142,382-33.5% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 12.44% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,183 | $2,854-58.5% | $2,721-56.5% | $4,299-72.5% |
| Participant deferral / active EE | $2,497 | $4,454-44.0% | $4,175-40.2% | $6,507-61.6% |
| Admin fee / account holder | $7,426 | $5,568+33.4% | $5,349+38.8% | $12,624-41.2% |