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 | $94,317 | $159,602-40.9% | $150,045-37.1% | $142,382-33.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 9.00% | 70.24%-61.2pp | 62.55%-53.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,582 | $4,961-68.1% | $4,693-66.3% | $4,299-63.2% |
| Participant deferral / active EE | $5,789 | $8,310-30.3% | $7,997-27.6% | $6,507-11.0% |
| Admin fee / account holder | $3,123 | $14,846-79.0% | $13,435-76.8% | $12,624-75.3% |