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 | $83,374 | $98,750-15.6% | $149,696-44.3% | $79,858+4.4% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.5%-14.8pp | 69.6%-2.0pp |
| Annual return | 11.04% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,107 | $3,216-65.6% | $4,644-76.2% | $2,471-55.2% |
| Participant deferral / active EE | $7,297 | $5,680+28.5% | $6,842+6.7% | $3,740+95.1% |
| Admin fee / account holder | $11,610 | $6,053+91.8% | $9,309+24.7% | $5,306+118.8% |