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 | $54,746 | $53,127+3.0% | $86,590-36.8% | $70,131-21.9% |
| Participation rate | 32.0% | 65.3%-33.3pp | 73.5%-41.5pp | 69.5%-37.5pp |
| Annual return | 11.38% | 27.66%-16.3pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $233 | $2,068-88.7% | $2,839-91.8% | $2,342-90.1% |
| Participant deferral / active EE | $2,109 | $2,696-21.8% | $3,609-41.6% | $3,332-36.7% |
| Admin fee / account holder | $870 | $3,585-75.7% | $4,906-82.3% | $4,645-81.3% |