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 | $24,721 | $54,705-54.8% | $71,209-65.3% | $84,808-70.9% |
| Participation rate | 48.5% | 64.1%-15.6pp | 73.8%-25.3pp | 68.3%-19.8pp |
| Annual return | 11.98% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $309 | $2,158-85.7% | $2,721-88.6% | $2,631-88.3% |
| Participant deferral / active EE | $3,091 | $3,030+2.0% | $4,175-26.0% | $4,212-26.6% |
| Admin fee / account holder | $466 | $4,863-90.4% | $5,349-91.3% | $7,344-93.7% |