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 | $67,147 | $81,460-17.6% | $103,333-35.0% | $80,856-17.0% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 4.62% | 25.55%-20.9pp | 24.88%-20.3pp | 35.59%-31.0pp |
| Employer contribution / active EE | $2,582 | $3,105-16.9% | $3,868-33.2% | $2,755-6.3% |
| Participant deferral / active EE | $4,390 | $3,869+13.5% | $5,057-13.2% | $4,296+2.2% |
| Admin fee / account holder | $5,442 | $6,566-17.1% | $8,355-34.9% | $6,918-21.3% |