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 | $67,679 | $79,944-15.3% | $98,439-31.2% | $75,163-10.0% |
| Participation rate | 59.5% | 70.4%-10.9pp | 75.2%-15.7pp | 67.2%-7.7pp |
| Annual return | 8.41% | 19.75%-11.3pp | 21.16%-12.8pp | 160.62%-152.2pp |
| Employer contribution / active EE | $1,238 | $2,264-45.3% | $3,048-59.4% | $2,670-53.6% |
| Participant deferral / active EE | $2,460 | $3,752-34.4% | $4,738-48.1% | $4,125-40.4% |
| Admin fee / account holder | $5,006 | $6,840-26.8% | $8,948-44.1% | $5,651-11.4% |