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 | $25,897 | $93,571-72.3% | $135,903-80.9% | $75,163-65.5% |
| Participation rate | 56.1% | 75.2%-19.1pp | 81.9%-25.8pp | 67.2%-11.1pp |
| Annual return | 9.60% | 30.90%-21.3pp | 68.23%-58.6pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,206 | $3,537-65.9% | $4,856-75.2% | $2,670-54.8% |
| Participant deferral / active EE | $3,609 | $6,404-43.6% | $7,758-53.5% | $4,125-12.5% |
| Admin fee / account holder | $4,493 | $6,975-35.6% | $10,762-58.3% | $5,651-20.5% |