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 | $107,992 | $95,803+12.7% | $113,168-4.6% | $84,808+27.3% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 5.42% | 25.00%-19.6pp | 24.27%-18.8pp | 40.90%-35.5pp |
| Employer contribution / active EE | $904 | $2,360-61.7% | $2,975-69.6% | $2,631-65.6% |
| Participant deferral / active EE | $3,072 | $4,242-27.6% | $5,107-39.9% | $4,212-27.1% |
| Admin fee / account holder | $2,279 | $8,989-74.7% | $12,068-81.1% | $7,344-69.0% |