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 | $100,863 | $65,041+55.1% | $90,951+10.9% | $79,858+26.3% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 9.89% | 30.45%-20.6pp | 134.60%-124.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $850 | $1,247-31.9% | $2,122-59.9% | $2,471-65.6% |
| Participant deferral / active EE | $2,010 | $2,512-20.0% | $3,373-40.4% | $3,740-46.3% |
| Admin fee / account holder | $674 | $4,536-85.1% | $5,959-88.7% | $5,306-87.3% |