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 5-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 | $28,687 | $71,050-59.6% | $93,606-69.4% | $80,856-64.5% |
| Participation rate | 25.6% | 60.4%-34.8pp | 68.7%-43.1pp | 67.6%-42.1pp |
| Annual return | 9.21% | 11.26%-2.0pp | 133.20%-124.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $836 | $1,564-46.5% | $2,420-65.5% | $2,755-69.7% |
| Participant deferral / active EE | $1,276 | $4,034-68.4% | $4,411-71.1% | $4,296-70.3% |
| Admin fee / account holder | $888 | $6,945-87.2% | $8,285-89.3% | $6,918-87.2% |