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 6-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 | $95,372 | $57,541+65.7% | $95,745-0.4% | $75,163+26.9% |
| Participation rate | 37.0% | 62.5%-25.5pp | 72.3%-35.2pp | 67.2%-30.2pp |
| Annual return | 12.85% | 34.93%-22.1pp | 28.35%-15.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $467 | $1,808-74.2% | $2,835-83.5% | $2,670-82.5% |
| Participant deferral / active EE | $3,123 | $3,074+1.6% | $4,245-26.4% | $4,125-24.3% |
| Admin fee / account holder | $1,757 | $4,099-57.1% | $5,678-69.1% | $5,651-68.9% |