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 | $119,962 | $94,625+26.8% | $116,228+3.2% | $84,808+41.5% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.6%-41.2pp | 68.3%-35.0pp |
| Annual return | 9.27% | 20.40%-11.1pp | 90.06%-80.8pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,163 | $2,347-50.4% | $2,994-61.2% | $2,631-55.8% |
| Participant deferral / active EE | $1,734 | $3,972-56.3% | $4,953-65.0% | $4,212-58.8% |
| Admin fee / account holder | $2,610 | $10,091-74.1% | $11,989-78.2% | $7,344-64.5% |