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 | $53,553 | $78,672-31.9% | $109,143-50.9% | $85,850-37.6% |
| Participation rate | 38.6% | 68.3%-29.7pp | 75.9%-37.3pp | 69.3%-30.7pp |
| Annual return | 7.45% | 25.09%-17.6pp | 25.75%-18.3pp | 318.53%-311.1pp |
| Employer contribution / active EE | $1,264 | $2,735-53.8% | $3,722-66.0% | $2,565-50.7% |
| Participant deferral / active EE | $2,731 | $3,467-21.2% | $4,653-41.3% | $3,952-30.9% |
| Admin fee / account holder | $5,511 | $5,469+0.8% | $6,752-18.4% | $6,260-12.0% |