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 | $109,223 | $71,050+53.7% | $93,606+16.7% | $80,856+35.1% |
| Participation rate | 31.5% | 60.4%-28.9pp | 68.7%-37.2pp | 67.6%-36.2pp |
| Annual return | 7.00% | 11.26%-4.3pp | 133.20%-126.2pp | 35.59%-28.6pp |
| Employer contribution / active EE | $814 | $1,564-47.9% | $2,420-66.4% | $2,755-70.4% |
| Participant deferral / active EE | $2,036 | $4,034-49.5% | $4,411-53.8% | $4,296-52.6% |
| Admin fee / account holder | $1,107 | $6,945-84.1% | $8,285-86.6% | $6,918-84.0% |