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 | $67,630 | $57,016+18.6% | $84,966-20.4% | $80,856-16.4% |
| Participation rate | 68.6% | 56.3%+12.3pp | 67.5%+1.1pp | 67.6%+1.0pp |
| Annual return | 10.34% | 21.66%-11.3pp | 66.38%-56.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,689 | $1,798+49.6% | $2,727-1.4% | $2,755-2.4% |
| Participant deferral / active EE | $5,630 | $3,110+81.0% | $4,519+24.6% | $4,296+31.1% |
| Admin fee / account holder | $10,206 | $4,980+104.9% | $6,149+66.0% | $6,918+47.5% |