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 | $35,701 | $100,923-64.6% | $150,045-76.2% | $74,304-52.0% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.3%-18.0pp | 60.3%+3.9pp |
| Annual return | 13.68% | 51.77%-38.1pp | 62.55%-48.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,774 | $3,463-48.8% | $4,693-62.2% | $2,241-20.9% |
| Participant deferral / active EE | $3,583 | $6,709-46.6% | $7,997-55.2% | $3,767-4.9% |
| Admin fee / account holder | $5,697 | $2,767+105.9% | $13,435-57.6% | $2,969+91.9% |