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 | $45,279 | $99,985-54.7% | $146,665-69.1% | $85,850-47.3% |
| Participation rate | 50.0% | 73.1%-23.1pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 8.09% | 18.93%-10.8pp | 22.74%-14.7pp | 318.53%-310.4pp |
| Employer contribution / active EE | $2,192 | $2,559-14.3% | $4,136-47.0% | $2,565-14.5% |
| Participant deferral / active EE | $4,375 | $4,006+9.2% | $5,506-20.5% | $3,952+10.7% |
| Admin fee / account holder | $3,395 | $7,702-55.9% | $10,280-67.0% | $6,260-45.8% |