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 | $128,282 | $51,576+148.7% | $129,207-0.7% | $80,856+58.7% |
| Participation rate | 56.0% | 57.0%-1.0pp | 69.6%-13.6pp | 67.6%-11.6pp |
| Annual return | 9.69% | 20.81%-11.1pp | 9417.33%-9407.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,607 | $1,584+1.5% | $4,153-61.3% | $2,755-41.7% |
| Participant deferral / active EE | $3,064 | $2,669+14.8% | $4,168-26.5% | $4,296-28.7% |
| Admin fee / account holder | $13,312 | $4,305+209.2% | $7,715+72.6% | $6,918+92.4% |