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 | $44,252 | $49,915-11.3% | $154,803-71.4% | $74,304-40.4% |
| Participation rate | 34.6% | 54.0%-19.3pp | 78.1%-43.5pp | 60.3%-25.7pp |
| Annual return | 11.31% | 34.06%-22.8pp | 58.88%-47.6pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,298 | $1,611-19.4% | $4,305-69.8% | $2,241-42.1% |
| Participant deferral / active EE | $1,423 | $2,255-36.9% | $5,540-74.3% | $3,767-62.2% |
| Admin fee / account holder | $6,316 | $2,189+188.5% | $14,329-55.9% | $2,969+112.7% |