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 | $103,484 | $198,466-47.9% | $170,442-39.3% | $147,584-29.9% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 0.98% | 257.29%-256.3pp | 205.93%-204.9pp | 578.55%-577.6pp |
| Employer contribution / active EE | $6,823 | $6,184+10.3% | $5,433+25.6% | $4,876+39.9% |
| Participant deferral / active EE | $4,640 | $5,629-17.6% | $4,939-6.1% | $5,439-14.7% |
| Admin fee / account holder | $3,905 | $16,852-76.8% | $13,880-71.9% | $10,885-64.1% |