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 | $45,687 | $53,822-15.1% | $75,696-39.6% | $85,850-46.8% |
| Participation rate | 48.0% | 69.1%-21.1pp | 74.8%-26.8pp | 69.3%-21.3pp |
| Annual return | 11.95% | 24.54%-12.6pp | 104.53%-92.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $920 | $2,017-54.4% | $2,743-66.4% | $2,565-64.1% |
| Participant deferral / active EE | $1,127 | $2,895-61.1% | $3,821-70.5% | $3,952-71.5% |
| Admin fee / account holder | $2,147 | $3,343-35.8% | $3,619-40.7% | $6,260-65.7% |