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 | $80,646 | $60,892+32.4% | $82,389-2.1% | $84,808-4.9% |
| Participation rate | 63.3% | 63.3%0pp | 69.5%-6.3pp | 68.3%-5.0pp |
| Annual return | 11.67% | 37.29%-25.6pp | 28.67%-17.0pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,020 | $1,779+13.5% | $2,517-19.8% | $2,631-23.2% |
| Participant deferral / active EE | $3,651 | $3,179+14.9% | $4,155-12.1% | $4,212-13.3% |
| Admin fee / account holder | $8,405 | $5,467+53.7% | $7,231+16.2% | $7,344+14.4% |