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 | $100,335 | $80,968+23.9% | $96,544+3.9% | $75,163+33.5% |
| Participation rate | 51.4% | 71.8%-20.3pp | 76.0%-24.5pp | 67.2%-15.8pp |
| Annual return | 10.54% | 27.06%-16.5pp | 25.84%-15.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $2,014 | $2,282-11.7% | $2,965-32.1% | $2,670-24.6% |
| Participant deferral / active EE | $4,966 | $3,928+26.4% | $4,851+2.4% | $4,125+20.4% |
| Admin fee / account holder | $1,549 | $6,724-77.0% | $8,252-81.2% | $5,651-72.6% |