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 | $59,661 | $114,381-47.8% | $107,525-44.5% | $142,382-58.1% |
| Participation rate | 68.8% | 78.1%-9.4pp | 75.1%-6.3pp | 80.1%-11.4pp |
| Annual return | 10.50% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,367 | $4,015-65.9% | $3,754-63.6% | $4,299-68.2% |
| Participant deferral / active EE | $5,007 | $5,564-10.0% | $5,116-2.1% | $6,507-23.0% |
| Admin fee / account holder | $5,487 | $9,860-44.4% | $8,919-38.5% | $12,624-56.5% |