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 | $70,339 | $86,929-19.1% | $102,423-31.3% | $80,856-13.0% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.8pp | 67.6%-21.9pp |
| Annual return | 10.09% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,473 | $2,369-37.8% | $3,023-51.3% | $2,755-46.5% |
| Participant deferral / active EE | $2,780 | $4,118-32.5% | $5,053-45.0% | $4,296-35.3% |
| Admin fee / account holder | $3,543 | $8,049-56.0% | $9,451-62.5% | $6,918-48.8% |