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 | $76,874 | $109,881-30.0% | $150,045-48.8% | $84,808-9.4% |
| Participation rate | 51.1% | 76.1%-25.0pp | 82.3%-31.3pp | 68.3%-17.2pp |
| Annual return | 12.98% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,519 | $3,561-57.4% | $4,693-67.6% | $2,631-42.3% |
| Participant deferral / active EE | $4,139 | $6,636-37.6% | $7,997-48.2% | $4,212-1.7% |
| Admin fee / account holder | $1,450 | $8,568-83.1% | $13,435-89.2% | $7,344-80.3% |