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 | $96,739 | $59,839+61.7% | $81,983+18.0% | $79,858+21.1% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.2%-35.9pp | 69.6%-36.3pp |
| Annual return | 5.96% | 17.56%-11.6pp | 41.31%-35.4pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,194 | $1,713-30.3% | $2,498-52.2% | $2,471-51.7% |
| Participant deferral / active EE | $2,392 | $2,695-11.3% | $3,722-35.7% | $3,740-36.1% |
| Admin fee / account holder | $9,230 | $4,287+115.3% | $5,664+63.0% | $5,306+73.9% |