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 5-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 | $88,571 | $60,892+45.5% | $82,389+7.5% | $84,808+4.4% |
| Participation rate | 63.0% | 63.3%-0.3pp | 69.5%-6.6pp | 68.3%-5.3pp |
| Annual return | 11.99% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,763 | $1,779-0.9% | $2,517-30.0% | $2,631-33.0% |
| Participant deferral / active EE | $5,892 | $3,179+85.4% | $4,155+41.8% | $4,212+39.9% |
| Admin fee / account holder | $5,283 | $5,467-3.4% | $7,231-26.9% | $7,344-28.1% |