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 | $88,796 | $50,972+74.2% | $88,538+0.3% | $72,985+21.7% |
| Participation rate | 68.4% | 63.4%+5.0pp | 68.7%-0.3pp | 69.5%-1.1pp |
| Annual return | 8.14% | 29.62%-21.5pp | 43.64%-35.5pp | 81.00%-72.9pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,609 | $2,230-27.8% | $2,914-44.8% | $3,607-55.4% |
| Admin fee / account holder | $1,727 | $3,230-46.5% | $4,310-59.9% | $5,124-66.3% |