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 | $57,359 | $104,974-45.4% | $95,585-40.0% | $142,382-59.7% |
| Participation rate | 30.4% | 75.0%-44.5pp | 72.1%-41.6pp | 80.1%-49.7pp |
| Annual return | 6.29% | 210.33%-204.0pp | 38.56%-32.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,083 | $2,779-61.0% | $2,527-57.1% | $4,299-74.8% |
| Participant deferral / active EE | $3,860 | $4,352-11.3% | $4,023-4.0% | $6,507-40.7% |
| Admin fee / account holder | $17,980 | $6,386+181.6% | $6,127+193.4% | $12,624+42.4% |