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 | $85,430 | $60,022+42.3% | $88,946-4.0% | $84,808+0.7% |
| Participation rate | 19.2% | 57.8%-38.6pp | 68.8%-49.6pp | 68.3%-49.1pp |
| Annual return | 12.90% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $373 | $1,703-78.1% | $2,555-85.4% | $2,631-85.8% |
| Participant deferral / active EE | $889 | $3,114-71.5% | $4,581-80.6% | $4,212-78.9% |
| Admin fee / account holder | $6,538 | $4,811+35.9% | $8,261-20.9% | $7,344-11.0% |