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 | $71,573 | $58,851+21.6% | $115,157-37.8% | $72,985-1.9% |
| Participation rate | 49.2% | 65.5%-16.3pp | 75.9%-26.7pp | 69.5%-20.3pp |
| Annual return | 4.87% | 23.16%-18.3pp | 35.60%-30.7pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,631 | $1,798-9.3% | $3,179-48.7% | $2,440-33.1% |
| Participant deferral / active EE | $2,428 | $2,643-8.1% | $4,168-41.7% | $3,607-32.7% |
| Admin fee / account holder | $4,481 | $6,370-29.7% | $7,088-36.8% | $5,124-12.6% |