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 | $119,546 | $95,803+24.8% | $113,168+5.6% | $84,808+41.0% |
| Participation rate | 53.8% | 72.9%-19.0pp | 76.6%-22.7pp | 68.3%-14.5pp |
| Annual return | 9.92% | 25.00%-15.1pp | 24.27%-14.3pp | 40.90%-31.0pp |
| Employer contribution / active EE | $700 | $2,360-70.3% | $2,975-76.5% | $2,631-73.4% |
| Participant deferral / active EE | $2,999 | $4,242-29.3% | $5,107-41.3% | $4,212-28.8% |
| Admin fee / account holder | $2,687 | $8,989-70.1% | $12,068-77.7% | $7,344-63.4% |