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 | $34,224 | $57,016-40.0% | $84,966-59.7% | $80,856-57.7% |
| Participation rate | 62.5% | 56.3%+6.2pp | 67.5%-5.0pp | 67.6%-5.1pp |
| Annual return | 10.19% | 21.66%-11.5pp | 66.38%-56.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,314 | $1,798-26.9% | $2,727-51.8% | $2,755-52.3% |
| Participant deferral / active EE | $1,516 | $3,110-51.2% | $4,519-66.4% | $4,296-64.7% |
| Admin fee / account holder | $9,185 | $4,980+84.4% | $6,149+49.4% | $6,918+32.8% |