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 | $59,107 | $93,571-36.8% | $135,903-56.5% | $75,163-21.4% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 14.17% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,292 | $3,537-63.5% | $4,856-73.4% | $2,670-51.6% |
| Participant deferral / active EE | $5,622 | $6,404-12.2% | $7,758-27.5% | $4,125+36.3% |
| Admin fee / account holder | $735 | $6,975-89.5% | $10,762-93.2% | $5,651-87.0% |