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 | $59,203 | $80,717-26.7% | $154,803-61.8% | $84,808-30.2% |
| Participation rate | 64.6% | 66.8%-2.2pp | 78.1%-13.5pp | 68.3%-3.7pp |
| Annual return | 12.09% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,357 | $2,761-50.8% | $4,305-68.5% | $2,631-48.4% |
| Participant deferral / active EE | $3,980 | $3,303+20.5% | $5,540-28.2% | $4,212-5.5% |
| Admin fee / account holder | $59,914 | $6,746+788.2% | $14,329+318.1% | $7,344+715.8% |