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 | $43,479 | $49,227-11.7% | $70,449-38.3% | $79,858-45.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 3.80% | 30.06%-26.3pp | 109.03%-105.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,142 | $2,099-45.6% | $2,737-58.3% | $2,471-53.8% |
| Participant deferral / active EE | $3,169 | $2,768+14.5% | $3,709-14.6% | $3,740-15.3% |
| Admin fee / account holder | $1,633 | $2,878-43.3% | $3,845-57.5% | $5,306-69.2% |