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 | $51,325 | $111,754-54.1% | $103,333-50.3% | $145,922-64.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 7.17% | 24.77%-17.6pp | 24.88%-17.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,456 | $4,212-65.4% | $3,868-62.4% | $4,660-68.8% |
| Participant deferral / active EE | $4,661 | $5,619-17.0% | $5,057-7.8% | $6,688-30.3% |
| Admin fee / account holder | $10,326 | $9,750+5.9% | $8,355+23.6% | $13,397-22.9% |