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 | $105,456 | $77,503+36.1% | $100,391+5.0% | $80,856+30.4% |
| Participation rate | 63.9% | 76.9%-13.1pp | 81.5%-17.6pp | 67.6%-3.7pp |
| Annual return | 10.92% | 37.20%-26.3pp | 49.20%-38.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,913 | $6,820-28.0% | $8,082-39.2% | $4,296+14.4% |
| Admin fee / account holder | $2,752 | $5,897-53.3% | $7,899-65.2% | $6,918-60.2% |