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 | $112,532 | $95,803+17.5% | $113,168-0.6% | $84,808+32.7% |
| Participation rate | 52.6% | 72.9%-20.2pp | 76.6%-23.9pp | 68.3%-15.7pp |
| Annual return | 11.37% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,706 | $2,360-27.7% | $2,975-42.7% | $2,631-35.2% |
| Participant deferral / active EE | $3,578 | $4,242-15.7% | $5,107-29.9% | $4,212-15.1% |
| Admin fee / account holder | $13,588 | $8,989+51.2% | $12,068+12.6% | $7,344+85.0% |