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 | $68,865 | $53,053+29.8% | $126,539-45.6% | $74,304-7.3% |
| Participation rate | 29.7% | 48.0%-18.4pp | 69.8%-40.2pp | 60.3%-30.7pp |
| Annual return | 13.09% | 29.46%-16.4pp | 425.95%-412.9pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,032 | $1,168-11.6% | $3,674-71.9% | $2,241-53.9% |
| Participant deferral / active EE | $2,939 | $2,303+27.6% | $4,083-28.0% | $3,767-22.0% |
| Admin fee / account holder | $13,844 | $3,698+274.4% | $6,065+128.3% | $2,969+366.3% |