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 | $90,426 | $72,492+24.7% | $87,100+3.8% | $72,985+23.9% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.3pp | 69.5%-10.0pp |
| Annual return | 10.85% | 24.46%-13.6pp | 28.19%-17.3pp | 81.00%-70.2pp |
| Employer contribution / active EE | $5,278 | $1,894+178.7% | $2,521+109.3% | $2,440+116.3% |
| Participant deferral / active EE | $3,321 | $3,270+1.6% | $4,049-18.0% | $3,607-8.0% |
| Admin fee / account holder | $456 | $5,055-91.0% | $7,497-93.9% | $5,124-91.1% |