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 9-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 | $54,634 | $81,248-32.8% | $155,509-64.9% | $80,856-32.4% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 10.56% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $725 | $3,100-76.6% | $4,672-84.5% | $2,755-73.7% |
| Participant deferral / active EE | $2,468 | $3,452-28.5% | $5,626-56.1% | $4,296-42.5% |
| Admin fee / account holder | $1,114 | $7,997-86.1% | $15,912-93.0% | $6,918-83.9% |