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 | $88,481 | $78,103+13.3% | $289,028-69.4% | $116,875-24.3% |
| Participation rate | 27.5% | 69.5%-42.0pp | 78.0%-50.4pp | 74.5%-47.0pp |
| Annual return | 11.53% | 15.26%-3.7pp | 243.94%-232.4pp | 16.29%-4.8pp |
| Employer contribution / active EE | $657 | $2,718-75.8% | $6,326-89.6% | $3,288-80.0% |
| Participant deferral / active EE | $3,487 | $2,921+19.4% | $4,804-27.4% | $3,885-10.2% |
| Admin fee / account holder | $2,132 | $8,683-75.4% | $14,050-84.8% | $12,263-82.6% |