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 | $66,481 | $78,485-15.3% | $106,213-37.4% | $74,495-10.8% |
| Participation rate | 47.4% | 72.8%-25.4pp | 75.3%-27.9pp | 67.2%-19.8pp |
| Annual return | 10.69% | 15.95%-5.3pp | 116.14%-105.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,485 | $2,523-41.1% | $3,171-53.2% | $2,623-43.4% |
| Participant deferral / active EE | $3,099 | $4,322-28.3% | $5,016-38.2% | $4,346-28.7% |
| Admin fee / account holder | $1,533 | $2,232-31.3% | $11,033-86.1% | $1,942-21.0% |