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 | $62,772 | $72,012-12.8% | $185,823-66.2% | $79,858-21.4% |
| Participation rate | 62.0% | 65.8%-3.8pp | 78.0%-16.0pp | 69.6%-7.6pp |
| Annual return | 10.36% | 23.12%-12.8pp | 35.95%-25.6pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,401 | $1,965-28.7% | $4,087-65.7% | $2,471-43.3% |
| Participant deferral / active EE | $3,015 | $3,779-20.2% | $5,632-46.5% | $3,740-19.4% |
| Admin fee / account holder | $4,175 | $4,513-7.5% | $9,500-56.1% | $5,306-21.3% |