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 | $41,549 | $80,717-48.5% | $154,803-73.2% | $84,808-51.0% |
| Participation rate | 13.7% | 66.8%-53.1pp | 78.1%-64.3pp | 68.3%-54.6pp |
| Annual return | 11.02% | 37.96%-26.9pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $646 | $2,761-76.6% | $4,305-85.0% | $2,631-75.4% |
| Participant deferral / active EE | $1,007 | $3,303-69.5% | $5,540-81.8% | $4,212-76.1% |
| Admin fee / account holder | $2,202 | $6,746-67.4% | $14,329-84.6% | $7,344-70.0% |