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 | $102,207 | $78,705+29.9% | $117,854-13.3% | $70,131+45.7% |
| Participation rate | 43.3% | 73.2%-29.9pp | 79.7%-36.3pp | 69.5%-26.2pp |
| Annual return | 12.03% | 23.30%-11.3pp | 335.08%-323.1pp | 73.14%-61.1pp |
| Employer contribution / active EE | $853 | $2,223-61.6% | $3,786-77.5% | $2,342-63.6% |
| Participant deferral / active EE | $2,378 | $3,297-27.9% | $4,482-46.9% | $3,332-28.6% |
| Admin fee / account holder | $9,667 | $5,065+90.8% | $8,020+20.5% | $4,645+108.1% |