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 | $118,862 | $133,922-11.2% | $116,228+2.3% | $142,382-16.5% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.6%-19.6pp | 80.1%-25.1pp |
| Annual return | 9.14% | 147.76%-138.6pp | 90.06%-80.9pp | 217.08%-207.9pp |
| Employer contribution / active EE | $880 | $3,446-74.5% | $2,994-70.6% | $4,299-79.5% |
| Participant deferral / active EE | $4,400 | $5,672-22.4% | $4,953-11.2% | $6,507-32.4% |
| Admin fee / account holder | $12,005 | $14,945-19.7% | $11,989+0.1% | $12,624-4.9% |