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 | $43,577 | $58,512-25.5% | $84,015-48.1% | $72,985-40.3% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 3.55% | 28.93%-25.4pp | 71.31%-67.8pp | 81.00%-77.5pp |
| Employer contribution / active EE | $1,346 | $1,163+15.8% | $1,983-32.1% | $2,440-44.8% |
| Participant deferral / active EE | $4,253 | $2,394+77.7% | $3,239+31.3% | $3,607+17.9% |
| Admin fee / account holder | $302 | $4,569-93.4% | $6,101-95.1% | $5,124-94.1% |