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 | $73,941 | $76,552-3.4% | $123,892-40.3% | $62,891+17.6% |
| Participation rate | 57.7% | 73.0%-15.3pp | 81.4%-23.7pp | 69.3%-11.6pp |
| Annual return | 3.61% | 18.68%-15.1pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,877 | $4,840-19.9% | $5,984-35.2% | $3,203+21.0% |
| Admin fee / account holder | $3,738 | $4,826-22.5% | $8,357-55.3% | $4,296-13.0% |