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 | $90,950 | $109,413-16.9% | $156,263-41.8% | $84,808+7.2% |
| Participation rate | 63.3% | 72.7%-9.4pp | 78.9%-15.6pp | 68.3%-5.0pp |
| Annual return | 9.66% | 20.18%-10.5pp | 59.47%-49.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,339 | $2,907-53.9% | $4,333-69.1% | $2,631-49.1% |
| Participant deferral / active EE | $3,368 | $4,590-26.6% | $6,158-45.3% | $4,212-20.0% |
| Admin fee / account holder | $4,545 | $9,357-51.4% | $14,255-68.1% | $7,344-38.1% |