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 | $118,014 | $71,050+66.1% | $93,606+26.1% | $80,856+46.0% |
| Participation rate | 56.5% | 60.4%-3.9pp | 68.7%-12.2pp | 67.6%-11.1pp |
| Annual return | 8.48% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,430 | $1,564-8.6% | $2,420-40.9% | $2,755-48.1% |
| Participant deferral / active EE | $4,725 | $4,034+17.1% | $4,411+7.1% | $4,296+10.0% |
| Admin fee / account holder | $33,027 | $6,945+375.6% | $8,285+298.6% | $6,918+377.4% |