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 | $62,271 | $109,881-43.3% | $150,045-58.5% | $84,808-26.6% |
| Participation rate | 42.9% | 76.1%-33.2pp | 82.3%-39.5pp | 68.3%-25.5pp |
| Annual return | 13.36% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,373 | $3,561-61.5% | $4,693-70.8% | $2,631-47.8% |
| Participant deferral / active EE | $2,678 | $6,636-59.6% | $7,997-66.5% | $4,212-36.4% |
| Admin fee / account holder | $11,431 | $8,568+33.4% | $13,435-14.9% | $7,344+55.6% |