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 | $78,767 | $101,724-22.6% | $164,813-52.2% | $80,856-2.6% |
| Participation rate | 53.2% | 71.8%-18.6pp | 78.6%-25.4pp | 67.6%-14.4pp |
| Annual return | 9.85% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,576 | $2,953-46.6% | $4,341-63.7% | $2,755-42.8% |
| Participant deferral / active EE | $3,858 | $4,477-13.8% | $6,031-36.0% | $4,296-10.2% |
| Admin fee / account holder | $4,949 | $8,227-39.8% | $12,690-61.0% | $6,918-28.5% |