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 | $63,818 | $93,170-31.5% | $100,534-36.5% | $84,808-24.7% |
| Participation rate | 67.6% | 75.8%-8.3pp | 80.6%-13.0pp | 68.3%-0.7pp |
| Annual return | 9.43% | 47.13%-37.7pp | 32.66%-23.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,378 | $3,985-65.4% | $4,346-68.3% | $2,631-47.6% |
| Participant deferral / active EE | $5,985 | $5,699+5.0% | $6,144-2.6% | $4,212+42.1% |
| Admin fee / account holder | $14,190 | $7,382+92.2% | $7,654+85.4% | $7,344+93.2% |