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 | $53,967 | $54,762-1.5% | $90,281-40.2% | $72,985-26.1% |
| Participation rate | 26.3% | 65.1%-38.8pp | 73.3%-47.0pp | 69.5%-43.2pp |
| Annual return | 15.73% | 30.63%-14.9pp | 78.10%-62.4pp | 81.00%-65.3pp |
| Employer contribution / active EE | $333 | $2,092-84.1% | $2,854-88.3% | $2,440-86.4% |
| Participant deferral / active EE | $921 | $2,887-68.1% | $3,885-76.3% | $3,607-74.5% |
| Admin fee / account holder | $9,591 | $3,972+141.5% | $5,351+79.2% | $5,124+87.2% |