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 | $78,993 | $72,277+9.3% | $101,248-22.0% | $79,858-1.1% |
| Participation rate | 60.6% | 68.5%-7.9pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | 7.54% | 22.30%-14.8pp | 46.47%-38.9pp | 31.71%-24.2pp |
| Employer contribution / active EE | $2,118 | $2,692-21.3% | $3,660-42.1% | $2,471-14.3% |
| Participant deferral / active EE | $3,973 | $3,282+21.1% | $4,370-9.1% | $3,740+6.2% |
| Admin fee / account holder | $8,936 | $4,400+103.1% | $5,945+50.3% | $5,306+68.4% |