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 | $105,827 | $86,929+21.7% | $102,423+3.3% | $80,856+30.9% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.6%-28.9pp |
| Annual return | 9.71% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $950 | $2,369-59.9% | $3,023-68.6% | $2,755-65.5% |
| Participant deferral / active EE | $2,198 | $4,118-46.6% | $5,053-56.5% | $4,296-48.8% |
| Admin fee / account holder | $2,641 | $8,049-67.2% | $9,451-72.1% | $6,918-61.8% |