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 | $127,011 | $54,762+131.9% | $90,281+40.7% | $72,985+74.0% |
| Participation rate | 20.0% | 65.1%-45.1pp | 73.3%-53.3pp | 69.5%-49.5pp |
| Annual return | 15.17% | 30.63%-15.5pp | 78.10%-62.9pp | 81.00%-65.8pp |
| Employer contribution / active EE | $1,623 | $2,092-22.4% | $2,854-43.1% | $2,440-33.5% |
| Participant deferral / active EE | $3,326 | $2,887+15.2% | $3,885-14.4% | $3,607-7.8% |
| Admin fee / account holder | $18,615 | $3,972+368.6% | $5,351+247.9% | $5,124+263.3% |