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 | $82,001 | $65,041+26.1% | $90,951-9.8% | $79,858+2.7% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 7.73% | 30.45%-22.7pp | 134.60%-126.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,091 | $1,247+67.7% | $2,122-1.5% | $2,471-15.4% |
| Participant deferral / active EE | $4,240 | $2,512+68.8% | $3,373+25.7% | $3,740+13.4% |
| Admin fee / account holder | $6,737 | $4,536+48.5% | $5,959+13.1% | $5,306+27.0% |