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 | $63,314 | $60,022+5.5% | $88,946-28.8% | $84,808-25.3% |
| Participation rate | 38.9% | 57.8%-19.0pp | 68.8%-30.0pp | 68.3%-29.4pp |
| Annual return | 7.26% | 22.43%-15.2pp | 57.82%-50.6pp | 40.90%-33.6pp |
| Employer contribution / active EE | $1,101 | $1,703-35.3% | $2,555-56.9% | $2,631-58.1% |
| Participant deferral / active EE | $2,533 | $3,114-18.7% | $4,581-44.7% | $4,212-39.9% |
| Admin fee / account holder | $9,020 | $4,811+87.5% | $8,261+9.2% | $7,344+22.8% |