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 | $85,124 | $64,480+32.0% | $81,382+4.6% | $80,856+5.3% |
| Participation rate | 56.2% | 63.9%-7.7pp | 69.5%-13.3pp | 67.6%-11.5pp |
| Annual return | 9.68% | 16.34%-6.7pp | 24.73%-15.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,614 | $1,978-18.4% | $2,463-34.5% | $2,755-41.4% |
| Participant deferral / active EE | $3,217 | $3,094+4.0% | $3,883-17.1% | $4,296-25.1% |
| Admin fee / account holder | $2,503 | $5,671-55.9% | $5,768-56.6% | $6,918-63.8% |