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 | $87,356 | $65,561+33.2% | $86,188+1.4% | $75,163+16.2% |
| Participation rate | 61.7% | 60.5%+1.2pp | 69.0%-7.3pp | 67.2%-5.5pp |
| Annual return | 11.09% | 46.05%-35.0pp | 1168.45%-1157.4pp | 160.62%-149.5pp |
| Employer contribution / active EE | $576 | $1,553-62.9% | $2,380-75.8% | $2,670-78.4% |
| Participant deferral / active EE | $4,106 | $3,024+35.8% | $3,985+3.0% | $4,125-0.5% |
| Admin fee / account holder | $1,797 | $5,474-67.2% | $6,852-73.8% | $5,651-68.2% |