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 | $76,646 | $89,753-14.6% | $107,525-28.7% | $84,808-9.6% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 4.16% | 29.48%-25.3pp | 181.32%-177.2pp | 40.90%-36.7pp |
| Employer contribution / active EE | $2,008 | $3,113-35.5% | $3,754-46.5% | $2,631-23.7% |
| Participant deferral / active EE | $5,941 | $4,056+46.5% | $5,116+16.1% | $4,212+41.1% |
| Admin fee / account holder | $626 | $7,222-91.3% | $8,919-93.0% | $7,344-91.5% |