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 | $212,429 | $214,378-0.9% | $200,582+5.9% | $142,382+49.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 5.42% | 46.41%-41.0pp | 42.33%-36.9pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,941 | $6,841-71.6% | $6,419-69.8% | $4,299-54.8% |
| Participant deferral / active EE | $7,280 | $9,865-26.2% | $9,331-22.0% | $6,507+11.9% |
| Admin fee / account holder | $2,255 | $17,692-87.3% | $16,305-86.2% | $12,624-82.1% |