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 | $51,610 | $65,365-21.0% | $92,893-44.4% | $72,985-29.3% |
| Participation rate | 42.9% | 68.3%-25.5pp | 76.0%-33.1pp | 69.5%-26.6pp |
| Annual return | 6.83% | 42.10%-35.3pp | 109.41%-102.6pp | 81.00%-74.2pp |
| Employer contribution / active EE | $1,400 | $2,594-46.0% | $3,653-61.7% | $2,440-42.6% |
| Participant deferral / active EE | $3,840 | $3,128+22.7% | $4,236-9.4% | $3,607+6.4% |
| Admin fee / account holder | $3,974 | $4,251-6.5% | $5,794-31.4% | $5,124-22.4% |