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 | $56,342 | $80,968-30.4% | $96,544-41.6% | $75,163-25.0% |
| Participation rate | 54.5% | 71.8%-17.2pp | 76.0%-21.4pp | 67.2%-12.6pp |
| Annual return | 9.17% | 27.06%-17.9pp | 25.84%-16.7pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,455 | $2,282-36.2% | $2,965-50.9% | $2,670-45.5% |
| Participant deferral / active EE | $2,786 | $3,928-29.1% | $4,851-42.6% | $4,125-32.5% |
| Admin fee / account holder | $6,004 | $6,724-10.7% | $8,252-27.2% | $5,651+6.3% |