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 | $107,041 | $148,978-28.2% | $200,582-46.6% | $84,808+26.2% |
| Participation rate | 64.3% | 84.2%-19.9pp | 86.9%-22.6pp | 68.3%-4.0pp |
| Annual return | 12.67% | 28.16%-15.5pp | 42.33%-29.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,178 | $4,815-54.8% | $6,419-66.1% | $2,631-17.2% |
| Participant deferral / active EE | $5,873 | $7,142-17.8% | $9,331-37.1% | $4,212+39.4% |
| Admin fee / account holder | $7,763 | $13,977-44.5% | $16,305-52.4% | $7,344+5.7% |