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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,000 | $350,135-98.3% | $181,922-96.7% | $350,135-98.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 91.6%+8.4pp | 79.0%+21.0pp |
| Annual return | 0.00% | 11.86%-11.9pp | 8.70%-8.7pp | 11.86%-11.9pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $8,201-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $453-100.0% | $4,976-100.0% |
| Admin fee / account holder | $500 | $23,717-97.9% | $144,726-99.7% | $23,717-97.9% |