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 | $106,056 | $59,101+79.5% | $77,163+37.4% | $75,163+41.1% |
| Participation rate | 40.5% | 63.9%-23.4pp | 69.6%-29.1pp | 67.2%-26.7pp |
| Annual return | 6.68% | 26.71%-20.0pp | 37.87%-31.2pp | 160.62%-153.9pp |
| Employer contribution / active EE | $662 | $1,995-66.8% | $2,535-73.9% | $2,670-75.2% |
| Participant deferral / active EE | $2,584 | $2,999-13.8% | $3,833-32.6% | $4,125-37.4% |
| Admin fee / account holder | $1,654 | $4,774-65.4% | $5,472-69.8% | $5,651-70.7% |