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 | $70,782 | $124,281-43.0% | $109,143-35.1% | $167,490-57.7% |
| Participation rate | 41.2% | 79.4%-38.3pp | 75.9%-34.7pp | 82.1%-40.9pp |
| Annual return | 7.97% | 26.04%-18.1pp | 25.75%-17.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,594 | $4,207-62.1% | $3,722-57.2% | $4,837-67.0% |
| Participant deferral / active EE | $2,058 | $5,255-60.8% | $4,653-55.8% | $6,341-67.5% |
| Admin fee / account holder | $2,555 | $7,970-67.9% | $6,752-62.2% | $12,309-79.2% |