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 | $40,281 | $86,929-53.7% | $102,423-60.7% | $80,856-50.2% |
| Participation rate | 62.9% | 72.4%-9.5pp | 76.5%-13.6pp | 67.6%-4.8pp |
| Annual return | 10.25% | 18.88%-8.6pp | 29.32%-19.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,842 | $2,369-22.3% | $3,023-39.1% | $2,755-33.1% |
| Participant deferral / active EE | $4,174 | $4,118+1.3% | $5,053-17.4% | $4,296-2.8% |
| Admin fee / account holder | $3,595 | $8,049-55.3% | $9,451-62.0% | $6,918-48.0% |