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 | $90,030 | $91,552-1.7% | $133,956-32.8% | $79,858+12.7% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 8.49% | 61.85%-53.4pp | 45.09%-36.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,365 | $2,384-42.7% | $3,919-65.2% | $2,471-44.7% |
| Participant deferral / active EE | $2,729 | $3,733-26.9% | $5,048-45.9% | $3,740-27.0% |
| Admin fee / account holder | $7,858 | $6,321+24.3% | $8,927-12.0% | $5,306+48.1% |