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 | $61,088 | $73,933-17.4% | $96,683-36.8% | $75,163-18.7% |
| Participation rate | 60.5% | 66.4%-5.9pp | 74.3%-13.8pp | 67.2%-6.7pp |
| Annual return | 4.74% | 26.70%-22.0pp | 35.69%-31.0pp | 160.62%-155.9pp |
| Employer contribution / active EE | $2,454 | $2,928-16.2% | $3,737-34.3% | $2,670-8.1% |
| Participant deferral / active EE | $5,322 | $3,659+45.5% | $4,878+9.1% | $4,125+29.0% |
| Admin fee / account holder | $5,444 | $5,216+4.4% | $6,730-19.1% | $5,651-3.7% |