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 | $104,638 | $95,803+9.2% | $113,168-7.5% | $84,808+23.4% |
| Participation rate | 65.7% | 72.9%-7.2pp | 76.6%-10.9pp | 68.3%-2.6pp |
| Annual return | 11.34% | 25.00%-13.7pp | 24.27%-12.9pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,283 | $2,360-3.3% | $2,975-23.3% | $2,631-13.2% |
| Participant deferral / active EE | $5,264 | $4,242+24.1% | $5,107+3.1% | $4,212+25.0% |
| Admin fee / account holder | $3,353 | $8,989-62.7% | $12,068-72.2% | $7,344-54.3% |