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 | $61,973 | $80,717-23.2% | $154,803-60.0% | $84,808-26.9% |
| Participation rate | 47.4% | 66.8%-19.4pp | 78.1%-30.7pp | 68.3%-20.9pp |
| Annual return | 9.78% | 37.96%-28.2pp | 58.88%-49.1pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,187 | $2,761-57.0% | $4,305-72.4% | $2,631-54.9% |
| Participant deferral / active EE | $2,520 | $3,303-23.7% | $5,540-54.5% | $4,212-40.2% |
| Admin fee / account holder | $8,537 | $6,746+26.6% | $14,329-40.4% | $7,344+16.3% |