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 | $126,634 | $104,664+21.0% | $85,682+47.8% | $167,490-24.4% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 8.01% | 21.45%-13.4pp | 21.49%-13.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,264 | $3,337-62.1% | $2,618-51.7% | $4,837-73.9% |
| Participant deferral / active EE | $3,487 | $4,824-27.7% | $3,923-11.1% | $6,341-45.0% |
| Admin fee / account holder | $4,574 | $10,032-54.4% | $6,873-33.4% | $12,309-62.8% |