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 | $120,296 | $71,050+69.3% | $93,606+28.5% | $80,856+48.8% |
| Participation rate | 26.9% | 60.4%-33.5pp | 68.7%-41.8pp | 67.6%-40.7pp |
| Annual return | 6.20% | 11.26%-5.1pp | 133.20%-127.0pp | 35.59%-29.4pp |
| Employer contribution / active EE | $993 | $1,564-36.5% | $2,420-58.9% | $2,755-63.9% |
| Participant deferral / active EE | $2,959 | $4,034-26.6% | $4,411-32.9% | $4,296-31.1% |
| Admin fee / account holder | $8,860 | $6,945+27.6% | $8,285+6.9% | $6,918+28.1% |