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 | $78,507 | $72,277+8.6% | $101,248-22.5% | $79,858-1.7% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 5.19% | 22.30%-17.1pp | 46.47%-41.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,138 | $2,692-57.7% | $3,660-68.9% | $2,471-54.0% |
| Participant deferral / active EE | $2,964 | $3,282-9.7% | $4,370-32.2% | $3,740-20.8% |
| Admin fee / account holder | $2,816 | $4,400-36.0% | $5,945-52.6% | $5,306-46.9% |