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 | $52,897 | $91,190-42.0% | $178,490-70.4% | $79,858-33.8% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 1.87% | 24.19%-22.3pp | 151.07%-149.2pp | 31.71%-29.8pp |
| Employer contribution / active EE | $2,171 | $3,256-33.3% | $5,011-56.7% | $2,471-12.1% |
| Participant deferral / active EE | $4,838 | $3,236+49.5% | $5,202-7.0% | $3,740+29.3% |
| Admin fee / account holder | $1,367 | $6,751-79.7% | $13,984-90.2% | $5,306-74.2% |