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 | $148,719 | $117,841+26.2% | $102,423+45.2% | $145,922+1.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 0.67% | 31.65%-31.0pp | 29.32%-28.7pp | 561.29%-560.6pp |
| Employer contribution / active EE | $1,035 | $3,615-71.4% | $3,023-65.8% | $4,660-77.8% |
| Participant deferral / active EE | $2,524 | $5,731-56.0% | $5,053-50.1% | $6,688-62.3% |
| Admin fee / account holder | $9,317 | $13,326-30.1% | $9,451-1.4% | $13,397-30.5% |