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 | $77,573 | $81,460-4.8% | $103,333-24.9% | $80,856-4.1% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.6%-2.0pp |
| Annual return | 7.66% | 25.55%-17.9pp | 24.88%-17.2pp | 35.59%-27.9pp |
| Employer contribution / active EE | $849 | $3,105-72.6% | $3,868-78.0% | $2,755-69.2% |
| Participant deferral / active EE | $2,235 | $3,869-42.2% | $5,057-55.8% | $4,296-48.0% |
| Admin fee / account holder | $963 | $6,566-85.3% | $8,355-88.5% | $6,918-86.1% |