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 | $64,719 | $72,277-10.5% | $101,248-36.1% | $79,858-19.0% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 10.25% | 22.30%-12.0pp | 46.47%-36.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,306 | $2,692-51.5% | $3,660-64.3% | $2,471-47.1% |
| Participant deferral / active EE | $3,019 | $3,282-8.0% | $4,370-30.9% | $3,740-19.3% |
| Admin fee / account holder | $559 | $4,400-87.3% | $5,945-90.6% | $5,306-89.5% |