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 5-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 | $80,905 | $51,175+58.1% | $70,515+14.7% | $75,163+7.6% |
| Participation rate | 39.6% | 60.9%-21.4pp | 68.3%-28.8pp | 67.2%-27.6pp |
| Annual return | 12.90% | 30.02%-17.1pp | 32.77%-19.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,316 | $2,849+121.7% | $4,567+38.3% | $4,125+53.1% |
| Admin fee / account holder | $3,981 | $4,091-2.7% | $6,412-37.9% | $5,651-29.6% |