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 9-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 | $66,423 | $60,022+10.7% | $88,946-25.3% | $84,808-21.7% |
| Participation rate | 68.8% | 57.8%+10.9pp | 68.8%-0.1pp | 68.3%+0.4pp |
| Annual return | 12.56% | 22.43%-9.9pp | 57.82%-45.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,256 | $1,703+32.5% | $2,555-11.7% | $2,631-14.2% |
| Participant deferral / active EE | $4,919 | $3,114+58.0% | $4,581+7.4% | $4,212+16.8% |
| Admin fee / account holder | $2,380 | $4,811-50.5% | $8,261-71.2% | $7,344-67.6% |