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 | $89,998 | $109,881-18.1% | $150,045-40.0% | $84,808+6.1% |
| Participation rate | 52.7% | 76.1%-23.4pp | 82.3%-29.6pp | 68.3%-15.6pp |
| Annual return | 13.48% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $983 | $3,561-72.4% | $4,693-79.1% | $2,631-62.6% |
| Participant deferral / active EE | $2,940 | $6,636-55.7% | $7,997-63.2% | $4,212-30.2% |
| Admin fee / account holder | $7,778 | $8,568-9.2% | $13,435-42.1% | $7,344+5.9% |