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 | $68,919 | $175,202-60.7% | $149,673-54.0% | $139,434-50.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 5.48% | 166.71%-161.2pp | 134.42%-128.9pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,367 | $5,474-75.0% | $4,818-71.6% | $4,751-71.2% |
| Participant deferral / active EE | $5,110 | $6,519-21.6% | $5,680-10.0% | $6,710-23.9% |
| Admin fee / account holder | $4,425 | $16,150-72.6% | $13,210-66.5% | $11,403-61.2% |