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 | $131,844 | $72,277+82.4% | $101,248+30.2% | $79,858+65.1% |
| Participation rate | 22.9% | 68.5%-45.6pp | 75.8%-53.0pp | 69.6%-46.8pp |
| Annual return | 10.50% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $668 | $2,692-75.2% | $3,660-81.8% | $2,471-73.0% |
| Participant deferral / active EE | $1,797 | $3,282-45.3% | $4,370-58.9% | $3,740-52.0% |
| Admin fee / account holder | $1,790 | $4,400-59.3% | $5,945-69.9% | $5,306-66.3% |