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 | $99,480 | $68,719+44.8% | $91,541+8.7% | $84,808+17.3% |
| Participation rate | 47.8% | 64.5%-16.7pp | 69.8%-21.9pp | 68.3%-20.5pp |
| Annual return | 8.74% | 19.12%-10.4pp | 20.50%-11.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,432 | $1,920-25.4% | $2,505-42.8% | $2,631-45.6% |
| Participant deferral / active EE | $4,004 | $3,136+27.7% | $4,008-0.1% | $4,212-4.9% |
| Admin fee / account holder | $8,392 | $5,786+45.0% | $6,956+20.6% | $7,344+14.3% |