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 | $51,695 | $80,724-36.0% | $103,333-50.0% | $74,495-30.6% |
| Participation rate | 50.9% | 65.7%-14.8pp | 74.5%-23.6pp | 67.2%-16.3pp |
| Annual return | 10.81% | 27.56%-16.7pp | 24.88%-14.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,962 | $3,157-6.2% | $3,868-23.4% | $2,623+12.9% |
| Participant deferral / active EE | $2,667 | $3,860-30.9% | $5,057-47.3% | $4,346-38.6% |
| Admin fee / account holder | $2,812 | $2,368+18.7% | $8,355-66.3% | $1,942+44.8% |