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 | $76,351 | $60,892+25.4% | $82,389-7.3% | $84,808-10.0% |
| Participation rate | 41.4% | 63.3%-21.9pp | 69.5%-28.2pp | 68.3%-26.9pp |
| Annual return | 5.07% | 37.29%-32.2pp | 28.67%-23.6pp | 40.90%-35.8pp |
| Employer contribution / active EE | $1,055 | $1,779-40.7% | $2,517-58.1% | $2,631-59.9% |
| Participant deferral / active EE | $2,722 | $3,179-14.4% | $4,155-34.5% | $4,212-35.4% |
| Admin fee / account holder | $1,365 | $5,467-75.0% | $7,231-81.1% | $7,344-81.4% |