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 | $107,556 | $72,277+48.8% | $101,248+6.2% | $79,858+34.7% |
| Participation rate | 28.8% | 68.5%-39.7pp | 75.8%-47.0pp | 69.6%-40.8pp |
| Annual return | 1.72% | 22.30%-20.6pp | 46.47%-44.8pp | 31.71%-30.0pp |
| Employer contribution / active EE | $1,329 | $2,692-50.6% | $3,660-63.7% | $2,471-46.2% |
| Participant deferral / active EE | $2,315 | $3,282-29.5% | $4,370-47.0% | $3,740-38.1% |
| Admin fee / account holder | $482 | $4,400-89.0% | $5,945-91.9% | $5,306-90.9% |