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 | $93,585 | $67,606+38.4% | $82,313+13.7% | $70,131+33.4% |
| Participation rate | 69.6% | 72.8%-3.1pp | 76.9%-7.3pp | 69.5%+0.1pp |
| Annual return | 8.50% | 21.57%-13.1pp | 25.88%-17.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $4,694 | $1,755+167.5% | $2,428+93.3% | $2,342+100.4% |
| Participant deferral / active EE | $3,359 | $2,987+12.5% | $3,706-9.4% | $3,332+0.8% |
| Admin fee / account holder | $2,192 | $4,512-51.4% | $5,608-60.9% | $4,645-52.8% |