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 | $89,467 | $86,929+2.9% | $102,423-12.7% | $80,856+10.6% |
| Participation rate | 44.8% | 72.4%-27.5pp | 76.5%-31.7pp | 67.6%-22.8pp |
| Annual return | 8.22% | 18.88%-10.7pp | 29.32%-21.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $936 | $2,369-60.5% | $3,023-69.0% | $2,755-66.0% |
| Participant deferral / active EE | $3,627 | $4,118-11.9% | $5,053-28.2% | $4,296-15.6% |
| Admin fee / account holder | $3,824 | $8,049-52.5% | $9,451-59.5% | $6,918-44.7% |