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 | $98,053 | $60,022+63.4% | $88,946+10.2% | $84,808+15.6% |
| Participation rate | 56.5% | 57.8%-1.3pp | 68.8%-12.3pp | 68.3%-11.8pp |
| Annual return | 13.14% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,654 | $1,703-2.9% | $2,555-35.3% | $2,631-37.1% |
| Participant deferral / active EE | $5,957 | $3,114+91.3% | $4,581+30.0% | $4,212+41.4% |
| Admin fee / account holder | $1,364 | $4,811-71.7% | $8,261-83.5% | $7,344-81.4% |