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 | $123,465 | $60,892+102.8% | $82,389+49.9% | $84,808+45.6% |
| Participation rate | 47.5% | 63.3%-15.7pp | 69.5%-22.0pp | 68.3%-20.8pp |
| Annual return | 5.72% | 37.29%-31.6pp | 28.67%-22.9pp | 40.90%-35.2pp |
| Employer contribution / active EE | $1,368 | $1,779-23.1% | $2,517-45.7% | $2,631-48.0% |
| Participant deferral / active EE | $1,474 | $3,179-53.6% | $4,155-64.5% | $4,212-65.0% |
| Admin fee / account holder | $4,531 | $5,467-17.1% | $7,231-37.3% | $7,344-38.3% |