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 | $126,732 | $83,477+51.8% | $125,175+1.2% | $72,985+73.6% |
| Participation rate | 31.4% | 73.3%-41.9pp | 79.8%-48.4pp | 69.5%-38.1pp |
| Annual return | 15.08% | 25.78%-10.7pp | 43.79%-28.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,725 | $3,585+31.8% | $4,937-4.3% | $3,607+31.0% |
| Admin fee / account holder | $1,952 | $5,517-64.6% | $9,702-79.9% | $5,124-61.9% |