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 | $112,489 | $162,781-30.9% | $133,956-16.0% | $158,922-29.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 5.01% | 41.94%-36.9pp | 45.09%-40.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,819 | $4,975-63.4% | $3,919-53.6% | $4,761-61.8% |
| Participant deferral / active EE | $3,427 | $5,911-42.0% | $5,048-32.1% | $5,982-42.7% |
| Admin fee / account holder | $1,784 | $11,736-84.8% | $8,927-80.0% | $11,246-84.1% |