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 | $65,759 | $81,460-19.3% | $103,333-36.4% | $80,856-18.7% |
| Participation rate | 59.2% | 66.8%-7.7pp | 74.5%-15.3pp | 67.6%-8.5pp |
| Annual return | 9.38% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,573 | $3,105-49.3% | $3,868-59.3% | $2,755-42.9% |
| Participant deferral / active EE | $2,222 | $3,869-42.6% | $5,057-56.1% | $4,296-48.3% |
| Admin fee / account holder | $888 | $6,566-86.5% | $8,355-89.4% | $6,918-87.2% |