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 5-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 | $170,340 | $183,519-7.2% | $155,509+9.5% | $145,922+16.7% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 7.61% | 61.17%-53.6pp | 64.67%-57.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,614 | $5,313-69.6% | $4,672-65.5% | $4,660-65.4% |
| Participant deferral / active EE | $8,654 | $6,462+33.9% | $5,626+53.8% | $6,688+29.4% |
| Admin fee / account holder | $7,615 | $19,313-60.6% | $15,912-52.1% | $13,397-43.2% |