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 | $107,824 | $78,926+36.6% | $136,749-21.2% | $84,808+27.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 7.66% | 18.17%-10.5pp | 24.33%-16.7pp | 40.90%-33.2pp |
| Employer contribution / active EE | $1,831 | $2,134-14.2% | $3,400-46.1% | $2,631-30.4% |
| Participant deferral / active EE | $2,217 | $3,168-30.0% | $4,692-52.8% | $4,212-47.4% |
| Admin fee / account holder | $7,445 | $6,369+16.9% | $11,386-34.6% | $7,344+1.4% |