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 | $50,778 | $79,449-36.1% | $189,557-73.2% | $85,850-40.9% |
| Participation rate | 62.1% | 66.0%-3.9pp | 78.4%-16.4pp | 69.3%-7.2pp |
| Annual return | 10.55% | 18.45%-7.9pp | 64.17%-53.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,760 | $2,081-15.4% | $4,412-60.1% | $2,565-31.4% |
| Participant deferral / active EE | $3,451 | $4,051-14.8% | $6,174-44.1% | $3,952-12.7% |
| Admin fee / account holder | $2,240 | $5,377-58.3% | $9,807-77.2% | $6,260-64.2% |