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 | $42,039 | $51,620-18.6% | $90,281-53.4% | $65,185-35.5% |
| Participation rate | 59.0% | 68.6%-9.6pp | 73.3%-14.3pp | 70.2%-11.2pp |
| Annual return | 16.30% | 24.94%-8.6pp | 78.10%-61.8pp | 29.38%-13.1pp |
| Employer contribution / active EE | $1,736 | $2,235-22.3% | $2,854-39.2% | $2,177-20.3% |
| Participant deferral / active EE | $2,574 | $2,871-10.3% | $3,885-33.7% | $3,514-26.7% |
| Admin fee / account holder | $15,820 | $384+4016.7% | $5,351+195.6% | $847+1767.6% |