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 | $100,926 | $61,605+63.8% | $112,229-10.1% | $75,163+34.3% |
| Participation rate | 58.3% | 61.7%-3.3pp | 72.4%-14.1pp | 67.2%-8.9pp |
| Annual return | 12.40% | 28.47%-16.1pp | 30.20%-17.8pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,329 | $2,015+15.5% | $3,430-32.1% | $2,670-12.8% |
| Participant deferral / active EE | $4,546 | $3,108+46.3% | $4,798-5.2% | $4,125+10.2% |
| Admin fee / account holder | $66,294 | $4,862+1263.4% | $7,748+755.6% | $5,651+1073.2% |