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 | $49,826 | $105,859-52.9% | $90,160-44.7% | $147,584-66.2% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 5.02% | 37.63%-32.6pp | 34.88%-29.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $1,975 | $4,126-52.1% | $3,318-40.5% | $4,876-59.5% |
| Participant deferral / active EE | $2,716 | $5,733-52.6% | $5,288-48.6% | $5,439-50.1% |
| Admin fee / account holder | $454 | $8,046-94.4% | $5,943-92.4% | $10,885-95.8% |