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 | $119,713 | $76,552+56.4% | $123,892-3.4% | $62,891+90.3% |
| Participation rate | 30.8% | 73.0%-42.2pp | 81.4%-50.6pp | 69.3%-38.5pp |
| Annual return | 4.62% | 18.68%-14.1pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,288 | $4,840-32.1% | $5,984-45.1% | $3,203+2.7% |
| Admin fee / account holder | $2,476 | $4,826-48.7% | $8,357-70.4% | $4,296-42.4% |