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 | $80,004 | $117,983-32.2% | $101,794-21.4% | $142,382-43.8% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.2%-15.3pp | 80.1%-26.3pp |
| Annual return | 8.89% | 36.92%-28.0pp | 30.53%-21.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,590 | $2,773-42.7% | $2,289-30.6% | $4,299-63.0% |
| Participant deferral / active EE | $2,666 | $4,714-43.4% | $4,084-34.7% | $6,507-59.0% |
| Admin fee / account holder | $8,172 | $10,433-21.7% | $8,777-6.9% | $12,624-35.3% |