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 | $117,414 | $56,053+109.5% | $75,972+54.5% | $80,856+45.2% |
| Participation rate | 34.5% | 62.0%-27.5pp | 69.1%-34.5pp | 67.6%-33.1pp |
| Annual return | 9.69% | 20.53%-10.8pp | 359.55%-349.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,556 | $1,874-17.0% | $2,685-42.1% | $2,755-43.5% |
| Participant deferral / active EE | $2,942 | $3,052-3.6% | $4,255-30.9% | $4,296-31.5% |
| Admin fee / account holder | $6,117 | $5,234+16.9% | $6,467-5.4% | $6,918-11.6% |