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 5-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 | $59,317 | $51,576+15.0% | $129,207-54.1% | $80,856-26.6% |
| Participation rate | 43.9% | 57.0%-13.1pp | 69.6%-25.7pp | 67.6%-23.7pp |
| Annual return | 9.90% | 20.81%-10.9pp | 9417.33%-9407.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $681 | $1,584-57.0% | $4,153-83.6% | $2,755-75.3% |
| Participant deferral / active EE | $919 | $2,669-65.6% | $4,168-78.0% | $4,296-78.6% |
| Admin fee / account holder | $3,390 | $4,305-21.3% | $7,715-56.1% | $6,918-51.0% |