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 | $97,275 | $57,541+69.1% | $95,745+1.6% | $75,163+29.4% |
| Participation rate | 63.0% | 62.5%+0.5pp | 72.3%-9.2pp | 67.2%-4.1pp |
| Annual return | 11.71% | 34.93%-23.2pp | 28.35%-16.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,260 | $1,808+25.0% | $2,835-20.3% | $2,670-15.4% |
| Participant deferral / active EE | $5,453 | $3,074+77.4% | $4,245+28.5% | $4,125+32.2% |
| Admin fee / account holder | $2,834 | $4,099-30.9% | $5,678-50.1% | $5,651-49.9% |