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 | $101,782 | $86,929+17.1% | $102,423-0.6% | $80,856+25.9% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 7.60% | 18.88%-11.3pp | 29.32%-21.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,215 | $2,369-48.7% | $3,023-59.8% | $2,755-55.9% |
| Participant deferral / active EE | $2,105 | $4,118-48.9% | $5,053-58.3% | $4,296-51.0% |
| Admin fee / account holder | $682 | $8,049-91.5% | $9,451-92.8% | $6,918-90.1% |