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 | $40,131 | $84,233-52.4% | $170,442-76.5% | $70,131-42.8% |
| Participation rate | 29.9% | 70.8%-40.9pp | 83.6%-53.7pp | 69.5%-39.6pp |
| Annual return | 8.24% | 23.06%-14.8pp | 205.93%-197.7pp | 73.14%-64.9pp |
| Employer contribution / active EE | $700 | $3,387-79.3% | $5,433-87.1% | $2,342-70.1% |
| Participant deferral / active EE | $1,141 | $3,086-63.0% | $4,939-76.9% | $3,332-65.8% |
| Admin fee / account holder | $13,660 | $5,698+139.7% | $13,880-1.6% | $4,645+194.1% |