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 | $99,502 | $64,839+53.5% | $95,585+4.1% | $84,808+17.3% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 13.14% | -670.96%+684.1pp | 38.56%-25.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,684 | $1,759-4.3% | $2,527-33.4% | $2,631-36.0% |
| Participant deferral / active EE | $3,476 | $2,965+17.3% | $4,023-13.6% | $4,212-17.5% |
| Admin fee / account holder | $2,908 | $5,964-51.2% | $6,127-52.5% | $7,344-60.4% |