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 | $95,639 | $107,334-10.9% | $92,893+3.0% | $152,861-37.4% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 5.71% | 145.58%-139.9pp | 109.41%-103.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,240 | $4,221-70.6% | $3,653-66.1% | $4,762-74.0% |
| Participant deferral / active EE | $5,199 | $4,845+7.3% | $4,236+22.7% | $5,850-11.1% |
| Admin fee / account holder | $3,059 | $7,079-56.8% | $5,794-47.2% | $11,596-73.6% |