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 | $46,172 | $44,960+2.7% | $84,966-45.7% | $74,495-38.0% |
| Participation rate | 47.9% | 49.4%-1.4pp | 67.5%-19.6pp | 67.2%-19.3pp |
| Annual return | 10.89% | 26.24%-15.4pp | 66.38%-55.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,701 | $1,457+16.7% | $2,727-37.6% | $2,623-35.1% |
| Participant deferral / active EE | $2,656 | $2,731-2.7% | $4,519-41.2% | $4,346-38.9% |
| Admin fee / account holder | $1,655 | $2,209-25.1% | $6,149-73.1% | $1,942-14.7% |