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 | $63,536 | $49,915+27.3% | $154,803-59.0% | $74,304-14.5% |
| Participation rate | 35.0% | 54.0%-18.9pp | 78.1%-43.0pp | 60.3%-25.3pp |
| Annual return | 10.55% | 34.06%-23.5pp | 58.88%-48.3pp | 29.43%-18.9pp |
| Employer contribution / active EE | $1,108 | $1,611-31.2% | $4,305-74.3% | $2,241-50.5% |
| Participant deferral / active EE | $1,204 | $2,255-46.6% | $5,540-78.3% | $3,767-68.0% |
| Admin fee / account holder | $1,225 | $2,189-44.0% | $14,329-91.4% | $2,969-58.7% |