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 | $114,823 | $20,316+465.2% | $66,042+73.9% | $74,304+54.5% |
| Participation rate | 39.1% | 62.8%-23.7pp | 67.5%-28.5pp | 60.3%-21.3pp |
| Annual return | 12.96% | 28.10%-15.1pp | 52.11%-39.1pp | 29.43%-16.5pp |
| Employer contribution / active EE | $470 | $745-36.9% | $1,579-70.3% | $2,241-79.0% |
| Participant deferral / active EE | $1,758 | $1,615+8.9% | $2,835-38.0% | $3,767-53.3% |
| Admin fee / account holder | $1,871 | $1,668+12.2% | $5,747-67.4% | $2,969-37.0% |