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 | $109,761 | $48,076+128.3% | $78,689+39.5% | $62,891+74.5% |
| Participation rate | 43.3% | 65.2%-21.9pp | 73.6%-30.2pp | 69.3%-26.0pp |
| Annual return | 2.92% | 31.35%-28.4pp | 62.18%-59.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $420 | $2,015-79.2% | $2,851-85.3% | $2,281-81.6% |
| Participant deferral / active EE | $3,528 | $2,588+36.3% | $3,517+0.3% | $3,203+10.2% |
| Admin fee / account holder | $2,585 | $3,207-19.4% | $4,510-42.7% | $4,296-39.8% |