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 | $53,749 | $78,422-31.5% | $95,952-44.0% | $79,858-32.7% |
| Participation rate | 63.9% | 73.5%-9.6pp | 77.1%-13.2pp | 69.6%-5.8pp |
| Annual return | 4.21% | 19.37%-15.2pp | 91.61%-87.4pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,530 | $1,945-21.4% | $2,541-39.8% | $2,471-38.1% |
| Participant deferral / active EE | $2,373 | $3,440-31.0% | $4,167-43.1% | $3,740-36.6% |
| Admin fee / account holder | $1,366 | $5,622-75.7% | $6,795-79.9% | $5,306-74.3% |