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 | $51,273 | $93,571-45.2% | $135,903-62.3% | $75,163-31.8% |
| Participation rate | 69.7% | 75.2%-5.4pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 14.00% | 30.90%-16.9pp | 68.23%-54.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,833 | $3,537-48.2% | $4,856-62.2% | $2,670-31.3% |
| Participant deferral / active EE | $4,034 | $6,404-37.0% | $7,758-48.0% | $4,125-2.2% |
| Admin fee / account holder | $3,471 | $6,975-50.2% | $10,762-67.7% | $5,651-38.6% |