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 | $60,262 | $89,753-32.9% | $107,525-44.0% | $84,808-28.9% |
| Participation rate | 57.9% | 68.1%-10.2pp | 75.1%-17.2pp | 68.3%-10.4pp |
| Annual return | 10.28% | 29.48%-19.2pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,079 | $4,056-48.7% | $5,116-59.4% | $4,212-50.6% |
| Admin fee / account holder | $8,820 | $7,222+22.1% | $8,919-1.1% | $7,344+20.1% |