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 | $59,014 | $106,515-44.6% | $96,683-39.0% | $139,434-57.7% |
| Participation rate | 45.0% | 77.8%-32.8pp | 74.3%-29.3pp | 80.3%-35.3pp |
| Annual return | 9.75% | 38.43%-28.7pp | 35.69%-25.9pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,309 | $4,103-68.1% | $3,737-65.0% | $4,751-72.5% |
| Participant deferral / active EE | $5,532 | $5,454+1.4% | $4,878+13.4% | $6,710-17.6% |
| Admin fee / account holder | $814 | $7,877-89.7% | $6,730-87.9% | $11,403-92.9% |