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 | $138,638 | $95,803+44.7% | $113,168+22.5% | $84,808+63.5% |
| Participation rate | 40.5% | 72.9%-32.3pp | 76.6%-36.0pp | 68.3%-27.8pp |
| Annual return | 12.25% | 25.00%-12.8pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,303 | $2,360-44.8% | $2,975-56.2% | $2,631-50.5% |
| Participant deferral / active EE | $3,897 | $4,242-8.1% | $5,107-23.7% | $4,212-7.5% |
| Admin fee / account holder | $8,284 | $8,989-7.8% | $12,068-31.4% | $7,344+12.8% |