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 | $92,751 | $118,849-22.0% | $96,562-3.9% | $167,490-44.6% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 7.99% | 50.49%-42.5pp | 37.78%-29.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,255 | $3,120-59.8% | $2,356-46.7% | $4,837-74.0% |
| Participant deferral / active EE | $4,457 | $4,616-3.4% | $3,849+15.8% | $6,341-29.7% |
| Admin fee / account holder | $4,568 | $8,065-43.4% | $6,181-26.1% | $12,309-62.9% |