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 | $81,608 | $109,413-25.4% | $156,263-47.8% | $84,808-3.8% |
| Participation rate | 67.5% | 72.7%-5.2pp | 78.9%-11.4pp | 68.3%-0.8pp |
| Annual return | 9.91% | 20.18%-10.3pp | 59.47%-49.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,794 | $2,907-38.3% | $4,333-58.6% | $2,631-31.8% |
| Participant deferral / active EE | $2,635 | $4,590-42.6% | $6,158-57.2% | $4,212-37.4% |
| Admin fee / account holder | $11,572 | $9,357+23.7% | $14,255-18.8% | $7,344+57.6% |