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 | $82,383 | $94,625-12.9% | $116,228-29.1% | $84,808-2.9% |
| Participation rate | 40.0% | 70.4%-30.4pp | 74.6%-34.6pp | 68.3%-28.3pp |
| Annual return | 6.74% | 20.40%-13.7pp | 90.06%-83.3pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,353 | $2,347-42.3% | $2,994-54.8% | $2,631-48.6% |
| Participant deferral / active EE | $3,175 | $3,972-20.1% | $4,953-35.9% | $4,212-24.6% |
| Admin fee / account holder | $1,971 | $10,091-80.5% | $11,989-83.6% | $7,344-73.2% |