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 | $58,430 | $65,041-10.2% | $90,951-35.8% | $79,858-26.8% |
| Participation rate | 60.6% | 61.6%-1.0pp | 69.0%-8.4pp | 69.6%-9.0pp |
| Annual return | 8.17% | 30.45%-22.3pp | 134.60%-126.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,072 | $1,247-14.0% | $2,122-49.5% | $2,471-56.6% |
| Participant deferral / active EE | $2,983 | $2,512+18.8% | $3,373-11.6% | $3,740-20.2% |
| Admin fee / account holder | $9,723 | $4,536+114.3% | $5,959+63.2% | $5,306+83.2% |