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 | $107,617 | $95,266+13.0% | $82,389+30.6% | $142,382-24.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.5%-26.7pp | 80.1%-37.3pp |
| Annual return | 9.65% | 25.74%-16.1pp | 28.67%-19.0pp | 217.08%-207.4pp |
| Employer contribution / active EE | $808 | $2,991-73.0% | $2,517-67.9% | $4,299-81.2% |
| Participant deferral / active EE | $1,052 | $4,809-78.1% | $4,155-74.7% | $6,507-83.8% |
| Admin fee / account holder | $6,018 | $8,563-29.7% | $7,231-16.8% | $12,624-52.3% |