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 | $116,209 | $79,944+45.4% | $98,439+18.1% | $75,163+54.6% |
| Participation rate | 41.4% | 70.4%-29.0pp | 75.2%-33.8pp | 67.2%-25.8pp |
| Annual return | 12.37% | 19.75%-7.4pp | 21.16%-8.8pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,541 | $2,264+56.4% | $3,048+16.2% | $2,670+32.6% |
| Participant deferral / active EE | $7,068 | $3,752+88.4% | $4,738+49.2% | $4,125+71.3% |
| Admin fee / account holder | $2,633 | $6,840-61.5% | $8,948-70.6% | $5,651-53.4% |