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 9-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 | $128,091 | $81,248+57.7% | $155,509-17.6% | $80,856+58.4% |
| Participation rate | 42.4% | 66.2%-23.8pp | 78.2%-35.8pp | 67.6%-25.2pp |
| Annual return | 10.20% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $956 | $3,100-69.2% | $4,672-79.5% | $2,755-65.3% |
| Participant deferral / active EE | $3,433 | $3,452-0.5% | $5,626-39.0% | $4,296-20.1% |
| Admin fee / account holder | $1,530 | $7,997-80.9% | $15,912-90.4% | $6,918-77.9% |