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 | $70,628 | $60,892+16.0% | $82,389-14.3% | $84,808-16.7% |
| Participation rate | 64.5% | 63.3%+1.2pp | 69.5%-5.0pp | 68.3%-3.8pp |
| Annual return | 12.54% | 37.29%-24.8pp | 28.67%-16.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,002 | $1,779-43.7% | $2,517-60.2% | $2,631-61.9% |
| Participant deferral / active EE | $2,913 | $3,179-8.4% | $4,155-29.9% | $4,212-30.8% |
| Admin fee / account holder | $3,346 | $5,467-38.8% | $7,231-53.7% | $7,344-54.4% |