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 | $73,638 | $109,413-32.7% | $156,263-52.9% | $84,808-13.2% |
| Participation rate | 54.3% | 72.7%-18.3pp | 78.9%-24.6pp | 68.3%-14.0pp |
| Annual return | 12.06% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,720 | $2,907-40.8% | $4,333-60.3% | $2,631-34.6% |
| Participant deferral / active EE | $3,790 | $4,590-17.4% | $6,158-38.5% | $4,212-10.0% |
| Admin fee / account holder | $17,628 | $9,357+88.4% | $14,255+23.7% | $7,344+140.0% |