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 | $60,271 | $91,552-34.2% | $133,956-55.0% | $79,858-24.5% |
| Participation rate | 58.8% | 73.3%-14.5pp | 79.8%-21.0pp | 69.6%-10.8pp |
| Annual return | 4.32% | 61.85%-57.5pp | 45.09%-40.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,411 | $2,384-40.8% | $3,919-64.0% | $2,471-42.9% |
| Participant deferral / active EE | $2,148 | $3,733-42.5% | $5,048-57.4% | $3,740-42.6% |
| Admin fee / account holder | $20,048 | $6,321+217.2% | $8,927+124.6% | $5,306+277.8% |