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 | $102,889 | $65,395+57.3% | $182,532-43.6% | $72,985+41.0% |
| Participation rate | 57.7% | 65.4%-7.8pp | 78.0%-20.3pp | 69.5%-11.8pp |
| Annual return | 5.79% | 27.68%-21.9pp | 148.54%-142.8pp | 81.00%-75.2pp |
| Employer contribution / active EE | $2,551 | $1,911+33.5% | $4,076-37.4% | $2,440+4.6% |
| Participant deferral / active EE | $5,882 | $3,563+65.1% | $5,524+6.5% | $3,607+63.0% |
| Admin fee / account holder | $380 | $4,245-91.1% | $8,592-95.6% | $5,124-92.6% |