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 7-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 | $122,358 | $86,929+40.8% | $102,423+19.5% | $80,856+51.3% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.4pp | 67.6%-13.5pp |
| Annual return | 9.74% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,168 | $2,369-50.7% | $3,023-61.4% | $2,755-57.6% |
| Participant deferral / active EE | $3,189 | $4,118-22.6% | $5,053-36.9% | $4,296-25.8% |
| Admin fee / account holder | $3,005 | $8,049-62.7% | $9,451-68.2% | $6,918-56.6% |