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 | $27,079 | $70,669-61.7% | $169,368-84.0% | $75,163-64.0% |
| Participation rate | 63.0% | 64.8%-1.7pp | 77.1%-14.1pp | 67.2%-4.1pp |
| Annual return | 12.73% | 36.36%-23.6pp | 405.60%-392.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,318 | $2,211-40.4% | $4,013-67.1% | $2,670-50.6% |
| Participant deferral / active EE | $2,328 | $4,311-46.0% | $6,221-62.6% | $4,125-43.6% |
| Admin fee / account holder | $1,503 | $5,402-72.2% | $9,003-83.3% | $5,651-73.4% |