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 | $71,876 | $103,376-30.5% | $87,100-17.5% | $152,861-53.0% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 1.99% | 28.10%-26.1pp | 28.19%-26.2pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,641 | $3,220-49.0% | $2,521-34.9% | $4,762-65.5% |
| Participant deferral / active EE | $1,893 | $4,778-60.4% | $4,049-53.3% | $5,850-67.6% |
| Admin fee / account holder | $11,554 | $12,205-5.3% | $7,497+54.1% | $11,596-0.4% |