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 | $139,269 | $95,803+45.4% | $113,168+23.1% | $84,808+64.2% |
| Participation rate | 39.7% | 72.9%-33.2pp | 76.6%-36.9pp | 68.3%-28.7pp |
| Annual return | 11.31% | 25.00%-13.7pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,884 | $2,360-20.2% | $2,975-36.7% | $2,631-28.4% |
| Participant deferral / active EE | $3,295 | $4,242-22.3% | $5,107-35.5% | $4,212-21.8% |
| Admin fee / account holder | $47,909 | $8,989+433.0% | $12,068+297.0% | $7,344+552.4% |