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 | $92,082 | $60,892+51.2% | $82,389+11.8% | $84,808+8.6% |
| Participation rate | 31.7% | 63.3%-31.5pp | 69.5%-37.8pp | 68.3%-36.6pp |
| Annual return | 11.93% | 37.29%-25.4pp | 28.67%-16.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,306 | $1,779-26.6% | $2,517-48.1% | $2,631-50.4% |
| Participant deferral / active EE | $3,330 | $3,179+4.8% | $4,155-19.8% | $4,212-20.9% |
| Admin fee / account holder | $6,740 | $5,467+23.3% | $7,231-6.8% | $7,344-8.2% |