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 | $93,702 | $80,717+16.1% | $154,803-39.5% | $84,808+10.5% |
| Participation rate | 15.4% | 66.8%-51.4pp | 78.1%-62.7pp | 68.3%-52.9pp |
| Annual return | 11.04% | 37.96%-26.9pp | 58.88%-47.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,408 | $3,303-57.4% | $5,540-74.6% | $4,212-66.6% |
| Admin fee / account holder | $1,766 | $6,746-73.8% | $14,329-87.7% | $7,344-76.0% |