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 | $99,475 | $78,926+26.0% | $136,749-27.3% | $84,808+17.3% |
| Participation rate | 34.5% | 62.2%-27.7pp | 72.1%-37.7pp | 68.3%-33.8pp |
| Annual return | 9.65% | 18.17%-8.5pp | 24.33%-14.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,434 | $2,134-32.8% | $3,400-57.8% | $2,631-45.5% |
| Participant deferral / active EE | $2,769 | $3,168-12.6% | $4,692-41.0% | $4,212-34.2% |
| Admin fee / account holder | $10,245 | $6,369+60.9% | $11,386-10.0% | $7,344+39.5% |