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 | $86,082 | $74,927+14.9% | $101,794-15.4% | $84,808+1.5% |
| Participation rate | 42.4% | 61.4%-19.0pp | 69.2%-26.8pp | 68.3%-25.9pp |
| Annual return | 11.72% | 18.70%-7.0pp | 30.53%-18.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,673 | $1,522+10.0% | $2,289-26.9% | $2,631-36.4% |
| Participant deferral / active EE | $2,007 | $3,099-35.2% | $4,084-50.9% | $4,212-52.3% |
| Admin fee / account holder | $11,459 | $6,514+75.9% | $8,777+30.6% | $7,344+56.0% |