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 | $92,457 | $76,670+20.6% | $96,683-4.4% | $71,457+29.4% |
| Participation rate | 36.6% | 66.6%-29.9pp | 74.3%-37.7pp | 67.9%-31.3pp |
| Annual return | 14.03% | 48.29%-34.3pp | 35.69%-21.7pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,088 | $3,031-64.1% | $3,737-70.9% | $2,588-57.9% |
| Participant deferral / active EE | $2,450 | $3,771-35.0% | $4,878-49.8% | $4,289-42.9% |
| Admin fee / account holder | $1,051 | $2,028-48.2% | $6,730-84.4% | $1,587-33.8% |