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 | $96,243 | $106,515-9.6% | $96,683-0.5% | $139,434-31.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 6.20% | 38.43%-32.2pp | 35.69%-29.5pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,624 | $4,103-36.1% | $3,737-29.8% | $4,751-44.8% |
| Participant deferral / active EE | $4,732 | $5,454-13.2% | $4,878-3.0% | $6,710-29.5% |
| Admin fee / account holder | $20,438 | $7,877+159.5% | $6,730+203.7% | $11,403+79.2% |