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 | $64,123 | $102,616-37.5% | $81,983-21.8% | $158,922-59.7% |
| Participation rate | 53.3% | 75.5%-22.2pp | 69.2%-15.9pp | 82.0%-28.6pp |
| Annual return | 3.59% | 61.04%-57.4pp | 41.31%-37.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $1,132 | $3,240-65.1% | $2,498-54.7% | $4,761-76.2% |
| Participant deferral / active EE | $2,952 | $4,648-36.5% | $3,722-20.7% | $5,982-50.6% |
| Admin fee / account holder | $1,183 | $8,235-85.6% | $5,664-79.1% | $11,246-89.5% |