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 | $50,760 | $94,625-46.4% | $116,228-56.3% | $84,808-40.1% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.6%-24.6pp | 68.3%-18.3pp |
| Annual return | 11.19% | 20.40%-9.2pp | 90.06%-78.9pp | 40.90%-29.7pp |
| Employer contribution / active EE | $840 | $2,347-64.2% | $2,994-71.9% | $2,631-68.1% |
| Participant deferral / active EE | $1,915 | $3,972-51.8% | $4,953-61.3% | $4,212-54.5% |
| Admin fee / account holder | $4,243 | $10,091-58.0% | $11,989-64.6% | $7,344-42.2% |