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 | $18,289 | $50,982-64.1% | $154,803-88.2% | $85,563-78.6% |
| Participation rate | 25.7% | 59.8%-34.1pp | 78.1%-52.4pp | 66.0%-40.3pp |
| Annual return | 10.55% | 30.35%-19.8pp | 58.88%-48.3pp | 31.51%-21.0pp |
| Employer contribution / active EE | $265 | $1,708-84.5% | $4,305-93.9% | $2,654-90.0% |
| Participant deferral / active EE | $907 | $2,474-63.3% | $5,540-83.6% | $4,375-79.3% |
| Admin fee / account holder | $528 | $846-37.6% | $14,329-96.3% | $834-36.7% |