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 | $42,243 | $72,277-41.6% | $101,248-58.3% | $79,858-47.1% |
| Participation rate | 47.1% | 68.5%-21.4pp | 75.8%-28.7pp | 69.6%-22.6pp |
| Annual return | 6.66% | 22.30%-15.6pp | 46.47%-39.8pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,417 | $2,692-47.4% | $3,660-61.3% | $2,471-42.7% |
| Participant deferral / active EE | $3,974 | $3,282+21.1% | $4,370-9.1% | $3,740+6.2% |
| Admin fee / account holder | $21,271 | $4,400+383.4% | $5,945+257.8% | $5,306+300.9% |