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 | $46,461 | $78,422-40.8% | $95,952-51.6% | $79,858-41.8% |
| Participation rate | 55.8% | 73.5%-17.7pp | 77.1%-21.3pp | 69.6%-13.8pp |
| Annual return | 9.70% | 19.37%-9.7pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,447 | $1,945-25.6% | $2,541-43.1% | $2,471-41.5% |
| Participant deferral / active EE | $1,595 | $3,440-53.6% | $4,167-61.7% | $3,740-57.3% |
| Admin fee / account holder | $15,460 | $5,622+175.0% | $6,795+127.5% | $5,306+191.3% |