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 | $60,736 | $56,053+8.4% | $75,972-20.1% | $80,856-24.9% |
| Participation rate | 47.8% | 62.0%-14.2pp | 69.1%-21.2pp | 67.6%-19.8pp |
| Annual return | 9.98% | 20.53%-10.6pp | 359.55%-349.6pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,051 | $1,874-43.9% | $2,685-60.8% | $2,755-61.8% |
| Participant deferral / active EE | $3,398 | $3,052+11.4% | $4,255-20.1% | $4,296-20.9% |
| Admin fee / account holder | $1,601 | $5,234-69.4% | $6,467-75.2% | $6,918-76.9% |