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 | $38,078 | $102,605-62.9% | $145,661-73.9% | $84,808-55.1% |
| Participation rate | 68.1% | 74.3%-6.2pp | 77.2%-9.2pp | 68.3%-0.3pp |
| Annual return | 11.48% | 26.50%-15.0pp | 101.46%-90.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,585 | $3,325-52.3% | $4,238-62.6% | $2,631-39.8% |
| Participant deferral / active EE | $3,538 | $5,750-38.5% | $7,198-50.8% | $4,212-16.0% |
| Admin fee / account holder | $1,784 | $8,758-79.6% | $12,466-85.7% | $7,344-75.7% |