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 | $72,001 | $124,281-42.1% | $109,143-34.0% | $167,490-57.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 9.48% | 26.04%-16.6pp | 25.75%-16.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,317 | $4,207-68.7% | $3,722-64.6% | $4,837-72.8% |
| Participant deferral / active EE | $2,446 | $5,255-53.5% | $4,653-47.4% | $6,341-61.4% |
| Admin fee / account holder | $20,912 | $7,970+162.4% | $6,752+209.7% | $12,309+69.9% |