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 | $60,007 | $60,0220% | $88,946-32.5% | $84,808-29.2% |
| Participation rate | 51.6% | 57.8%-6.2pp | 68.8%-17.2pp | 68.3%-16.7pp |
| Annual return | 11.85% | 22.43%-10.6pp | 57.82%-46.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,441 | $1,703-15.4% | $2,555-43.6% | $2,631-45.2% |
| Participant deferral / active EE | $2,564 | $3,114-17.7% | $4,581-44.0% | $4,212-39.1% |
| Admin fee / account holder | $335 | $4,811-93.0% | $8,261-95.9% | $7,344-95.4% |