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 | $91,099 | $89,355+2.0% | $141,162-35.5% | $72,985+24.8% |
| Participation rate | 64.7% | 75.1%-10.4pp | 82.5%-17.8pp | 69.5%-4.8pp |
| Annual return | 17.13% | 111.85%-94.7pp | 71.39%-54.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,951 | $3,114-5.3% | $4,735-37.7% | $2,440+20.9% |
| Participant deferral / active EE | $6,586 | $5,418+21.6% | $6,709-1.8% | $3,607+82.6% |
| Admin fee / account holder | $16,815 | $5,958+182.2% | $10,261+63.9% | $5,124+228.1% |