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 | $40,030 | $106,515-62.4% | $96,683-58.6% | $139,434-71.3% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 9.09% | 38.43%-29.3pp | 35.69%-26.6pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,772 | $4,103-56.8% | $3,737-52.6% | $4,751-62.7% |
| Participant deferral / active EE | $5,271 | $5,454-3.4% | $4,878+8.1% | $6,710-21.4% |
| Admin fee / account holder | $36,599 | $7,877+364.6% | $6,730+443.9% | $11,403+221.0% |