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 9-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 | $49,874 | $66,098-24.5% | $101,794-51.0% | $74,304-32.9% |
| Participation rate | 50.0% | 53.8%-3.8pp | 69.2%-19.2pp | 60.3%-10.3pp |
| Annual return | 12.81% | 19.59%-6.8pp | 30.53%-17.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,093 | $1,082+1.1% | $2,289-52.2% | $2,241-51.2% |
| Participant deferral / active EE | $1,970 | $2,781-29.2% | $4,084-51.8% | $3,767-47.7% |
| Admin fee / account holder | $6,742 | $4,146+62.6% | $8,777-23.2% | $2,969+127.1% |