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 | $110,128 | $109,413+0.7% | $156,263-29.5% | $84,808+29.9% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 8.84% | 20.18%-11.3pp | 59.47%-50.6pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,338 | $2,907-54.0% | $4,333-69.1% | $2,631-49.1% |
| Participant deferral / active EE | $2,687 | $4,590-41.5% | $6,158-56.4% | $4,212-36.2% |
| Admin fee / account holder | $838 | $9,357-91.0% | $14,255-94.1% | $7,344-88.6% |