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 | $100,555 | $81,460+23.4% | $103,333-2.7% | $80,856+24.4% |
| Participation rate | 22.7% | 66.8%-44.1pp | 74.5%-51.8pp | 67.6%-44.9pp |
| Annual return | 9.26% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $912 | $3,105-70.6% | $3,868-76.4% | $2,755-66.9% |
| Participant deferral / active EE | $1,824 | $3,869-52.9% | $5,057-63.9% | $4,296-57.5% |
| Admin fee / account holder | $62,822 | $6,566+856.7% | $8,355+651.9% | $6,918+808.1% |