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 3-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 | $11,946 | $81,248-85.3% | $155,509-92.3% | $80,856-85.2% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 5.11% | 33.31%-28.2pp | 64.67%-59.6pp | 35.59%-30.5pp |
| Employer contribution / active EE | $597 | $3,100-80.7% | $4,672-87.2% | $2,755-78.3% |
| Participant deferral / active EE | $1,260 | $3,452-63.5% | $5,626-77.6% | $4,296-70.7% |
| Admin fee / account holder | $3,614 | $7,997-54.8% | $15,912-77.3% | $6,918-47.8% |