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 | $76,669 | $90,503-15.3% | $78,689-2.6% | $273,961-72.0% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 0.18% | 75.60%-75.4pp | 62.18%-62.0pp | 41.45%-41.3pp |
| Employer contribution / active EE | $929 | $3,176-70.7% | $2,851-67.4% | $4,869-80.9% |
| Participant deferral / active EE | $3,839 | $3,901-1.6% | $3,517+9.2% | $5,287-27.4% |
| Admin fee / account holder | $1,032 | $5,263-80.4% | $4,510-77.1% | $10,132-89.8% |