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 | $66,148 | $89,753-26.3% | $107,525-38.5% | $84,808-22.0% |
| Participation rate | 53.8% | 68.1%-14.2pp | 75.1%-21.2pp | 68.3%-14.5pp |
| Annual return | 11.32% | 29.48%-18.2pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $938 | $3,113-69.9% | $3,754-75.0% | $2,631-64.3% |
| Participant deferral / active EE | $2,764 | $4,056-31.9% | $5,116-46.0% | $4,212-34.4% |
| Admin fee / account holder | $867 | $7,222-88.0% | $8,919-90.3% | $7,344-88.2% |