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 | $69,613 | $69,515+0.1% | $86,874-19.9% | $85,850-18.9% |
| Participation rate | 39.5% | 66.3%-26.8pp | 71.6%-32.1pp | 69.3%-29.8pp |
| Annual return | 10.56% | 20.12%-9.6pp | 63.52%-53.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,988 | $1,880+5.7% | $2,495-20.3% | $2,565-22.5% |
| Participant deferral / active EE | $4,248 | $2,919+45.5% | $3,699+14.8% | $3,952+7.5% |
| Admin fee / account holder | $5,551 | $5,972-7.1% | $5,828-4.8% | $6,260-11.3% |