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 | $120,230 | $74,927+60.5% | $101,794+18.1% | $84,808+41.8% |
| Participation rate | 40.7% | 61.4%-20.7pp | 69.2%-28.4pp | 68.3%-27.6pp |
| Annual return | 12.31% | 18.70%-6.4pp | 30.53%-18.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,787 | $3,099+22.2% | $4,084-7.3% | $4,212-10.1% |
| Admin fee / account holder | $1,065 | $6,514-83.7% | $8,777-87.9% | $7,344-85.5% |