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 | $75,798 | $73,933+2.5% | $96,683-21.6% | $75,163+0.8% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 7.74% | 26.70%-19.0pp | 35.69%-28.0pp | 160.62%-152.9pp |
| Employer contribution / active EE | $2,363 | $2,928-19.3% | $3,737-36.8% | $2,670-11.5% |
| Participant deferral / active EE | $3,981 | $3,659+8.8% | $4,878-18.4% | $4,125-3.5% |
| Admin fee / account holder | $2,474 | $5,216-52.6% | $6,730-63.2% | $5,651-56.2% |