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 5-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 | $83,352 | $159,602-47.8% | $150,045-44.4% | $142,382-41.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 8.75% | 70.24%-61.5pp | 62.55%-53.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,368 | $4,961-72.4% | $4,693-70.9% | $4,299-68.2% |
| Participant deferral / active EE | $6,833 | $8,310-17.8% | $7,997-14.6% | $6,507+5.0% |
| Admin fee / account holder | $450 | $14,846-97.0% | $13,435-96.7% | $12,624-96.4% |