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 | $63,092 | $109,413-42.3% | $156,263-59.6% | $84,808-25.6% |
| Participation rate | 60.4% | 72.7%-12.3pp | 78.9%-18.5pp | 68.3%-7.9pp |
| Annual return | 12.30% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,583 | $2,907-45.5% | $4,333-63.5% | $2,631-39.8% |
| Participant deferral / active EE | $4,227 | $4,590-7.9% | $6,158-31.4% | $4,212+0.4% |
| Admin fee / account holder | $5,107 | $9,357-45.4% | $14,255-64.2% | $7,344-30.5% |