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 | $73,067 | $48,046+52.1% | $84,611-13.6% | $72,985+0.1% |
| Participation rate | 19.2% | 57.6%-38.4pp | 68.2%-49.0pp | 69.5%-50.3pp |
| Annual return | 3.99% | 37.38%-33.4pp | 258.74%-254.7pp | 81.00%-77.0pp |
| Employer contribution / active EE | $2,023 | $1,602+26.3% | $2,652-23.7% | $2,440-17.1% |
| Participant deferral / active EE | $2,168 | $2,680-19.1% | $3,899-44.4% | $3,607-39.9% |
| Admin fee / account holder | $1,876 | $3,395-44.7% | $4,912-61.8% | $5,124-63.4% |