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 | $51,273 | $61,605-16.8% | $112,229-54.3% | $75,163-31.8% |
| Participation rate | 10.7% | 61.7%-51.0pp | 72.4%-61.7pp | 67.2%-56.5pp |
| Annual return | 11.24% | 28.47%-17.2pp | 30.20%-19.0pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,864 | $2,015-7.5% | $3,430-45.7% | $2,670-30.2% |
| Participant deferral / active EE | $3,346 | $3,108+7.7% | $4,798-30.3% | $4,125-18.9% |
| Admin fee / account holder | $2,348 | $4,862-51.7% | $7,748-69.7% | $5,651-58.4% |