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 | $99,992 | $80,717+23.9% | $154,803-35.4% | $84,808+17.9% |
| Participation rate | 26.5% | 66.8%-40.3pp | 78.1%-51.5pp | 68.3%-41.8pp |
| Annual return | 12.03% | 37.96%-25.9pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $651 | $2,761-76.4% | $4,305-84.9% | $2,631-75.3% |
| Participant deferral / active EE | $2,142 | $3,303-35.2% | $5,540-61.3% | $4,212-49.1% |
| Admin fee / account holder | $8,082 | $6,746+19.8% | $14,329-43.6% | $7,344+10.1% |