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 | $62,820 | $109,881-42.8% | $150,045-58.1% | $84,808-25.9% |
| Participation rate | 57.3% | 76.1%-18.8pp | 82.3%-25.0pp | 68.3%-11.0pp |
| Annual return | 14.14% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,861 | $3,561-47.7% | $4,693-60.3% | $2,631-29.3% |
| Participant deferral / active EE | $2,996 | $6,636-54.8% | $7,997-62.5% | $4,212-28.9% |
| Admin fee / account holder | $6,775 | $8,568-20.9% | $13,435-49.6% | $7,344-7.8% |