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 | $122,239 | $74,927+63.1% | $101,794+20.1% | $84,808+44.1% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.2%-29.7pp | 68.3%-28.8pp |
| Annual return | 8.24% | 18.70%-10.5pp | 30.53%-22.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,116 | $1,522-26.7% | $2,289-51.3% | $2,631-57.6% |
| Participant deferral / active EE | $2,300 | $3,099-25.8% | $4,084-43.7% | $4,212-45.4% |
| Admin fee / account holder | $4,858 | $6,514-25.4% | $8,777-44.7% | $7,344-33.9% |