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 | $103,667 | $74,927+38.4% | $101,794+1.8% | $84,808+22.2% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.2%-17.2pp | 68.3%-16.3pp |
| Annual return | 12.48% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,938 | $1,522+158.8% | $2,289+72.0% | $2,631+49.7% |
| Participant deferral / active EE | $3,998 | $3,099+29.0% | $4,084-2.1% | $4,212-5.1% |
| Admin fee / account holder | $9,106 | $6,514+39.8% | $8,777+3.7% | $7,344+24.0% |