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 | $76,769 | $159,602-51.9% | $150,045-48.8% | $142,382-46.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 2.34% | 70.24%-67.9pp | 62.55%-60.2pp | 217.08%-214.7pp |
| Employer contribution / active EE | $5,349 | $4,961+7.8% | $4,693+14.0% | $4,299+24.4% |
| Participant deferral / active EE | $12,318 | $8,310+48.2% | $7,997+54.0% | $6,507+89.3% |
| Admin fee / account holder | $7,698 | $14,846-48.1% | $13,435-42.7% | $12,624-39.0% |