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 | $95,830 | $81,460+17.6% | $103,333-7.3% | $80,856+18.5% |
| Participation rate | 31.0% | 66.8%-35.8pp | 74.5%-43.5pp | 67.6%-36.6pp |
| Annual return | 8.05% | 25.55%-17.5pp | 24.88%-16.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $908 | $3,105-70.8% | $3,868-76.5% | $2,755-67.0% |
| Participant deferral / active EE | $2,329 | $3,869-39.8% | $5,057-54.0% | $4,296-45.8% |
| Admin fee / account holder | $4,031 | $6,566-38.6% | $8,355-51.8% | $6,918-41.7% |