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 | $64,709 | $56,897+13.7% | $84,750-23.6% | $62,891+2.9% |
| Participation rate | 32.6% | 68.5%-35.9pp | 76.6%-44.0pp | 69.3%-36.7pp |
| Annual return | 3.68% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $3,840 | $2,400+60.0% | $3,574+7.4% | $2,281+68.3% |
| Participant deferral / active EE | $1,576 | $2,709-41.8% | $3,712-57.5% | $3,203-50.8% |
| Admin fee / account holder | $4,452 | $3,581+24.3% | $5,332-16.5% | $4,296+3.6% |