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 | $78,975 | $77,314+2.1% | $177,989-55.6% | $80,856-2.3% |
| Participation rate | 37.5% | 65.7%-28.2pp | 77.1%-39.6pp | 67.6%-30.1pp |
| Annual return | 9.23% | 18.09%-8.9pp | 294.48%-285.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,073 | $2,292-53.2% | $3,949-72.8% | $2,755-61.0% |
| Participant deferral / active EE | $2,758 | $4,411-37.5% | $6,276-56.1% | $4,296-35.8% |
| Admin fee / account holder | $4,653 | $7,191-35.3% | $10,363-55.1% | $6,918-32.7% |