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 | $126,472 | $135,952-7.0% | $123,892+2.1% | $273,961-53.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 2.58% | 56.63%-54.0pp | 47.52%-44.9pp | 41.45%-38.9pp |
| Employer contribution / active EE | $4,780 | $5,170-7.5% | $4,617+3.5% | $4,869-1.8% |
| Participant deferral / active EE | $9,019 | $6,343+42.2% | $5,984+50.7% | $5,287+70.6% |
| Admin fee / account holder | $1,250 | $9,817-87.3% | $8,357-85.0% | $10,132-87.7% |