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 | $49,865 | $73,933-32.6% | $96,683-48.4% | $75,163-33.7% |
| Participation rate | 56.9% | 66.4%-9.6pp | 74.3%-17.5pp | 67.2%-10.3pp |
| Annual return | 12.90% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,976 | $2,928-32.5% | $3,737-47.1% | $2,670-26.0% |
| Participant deferral / active EE | $2,764 | $3,659-24.5% | $4,878-43.3% | $4,125-33.0% |
| Admin fee / account holder | $4,460 | $5,216-14.5% | $6,730-33.7% | $5,651-21.1% |