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 | $50,540 | $91,190-44.6% | $178,490-71.7% | $79,858-36.7% |
| Participation rate | 52.5% | 69.2%-16.7pp | 81.9%-29.4pp | 69.6%-17.1pp |
| Annual return | 5.44% | 24.19%-18.7pp | 151.07%-145.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,399 | $3,256-57.0% | $5,011-72.1% | $2,471-43.4% |
| Participant deferral / active EE | $1,478 | $3,236-54.3% | $5,202-71.6% | $3,740-60.5% |
| Admin fee / account holder | $7,114 | $6,751+5.4% | $13,984-49.1% | $5,306+34.1% |