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 | $49,517 | $48,076+3.0% | $78,689-37.1% | $62,891-21.3% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 4.35% | 31.35%-27.0pp | 62.18%-57.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,280 | $2,015-36.5% | $2,851-55.1% | $2,281-43.9% |
| Participant deferral / active EE | $3,530 | $2,588+36.4% | $3,517+0.4% | $3,203+10.2% |
| Admin fee / account holder | $1,025 | $3,207-68.1% | $4,510-77.3% | $4,296-76.1% |