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 | $47,353 | $127,065-62.7% | $113,168-58.2% | $142,382-66.7% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 8.11% | 24.03%-15.9pp | 24.27%-16.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,802 | $3,442-47.7% | $2,975-39.4% | $4,299-58.1% |
| Participant deferral / active EE | $4,930 | $5,716-13.8% | $5,107-3.5% | $6,507-24.2% |
| Admin fee / account holder | $1,850 | $15,736-88.2% | $12,068-84.7% | $12,624-85.3% |