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 | $121,325 | $109,413+10.9% | $156,263-22.4% | $84,808+43.1% |
| Participation rate | 69.8% | 72.7%-2.9pp | 78.9%-9.1pp | 68.3%+1.5pp |
| Annual return | 8.09% | 20.18%-12.1pp | 59.47%-51.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,068 | $4,590+10.4% | $6,158-17.7% | $4,212+20.3% |
| Admin fee / account holder | $9,133 | $9,357-2.4% | $14,255-35.9% | $7,344+24.4% |