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 | $77,459 | $80,968-4.3% | $96,544-19.8% | $75,163+3.1% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 9.21% | 27.06%-17.9pp | 25.84%-16.6pp | 160.62%-151.4pp |
| Employer contribution / active EE | $959 | $2,282-58.0% | $2,965-67.7% | $2,670-64.1% |
| Participant deferral / active EE | $3,475 | $3,928-11.5% | $4,851-28.4% | $4,125-15.8% |
| Admin fee / account holder | $819 | $6,724-87.8% | $8,252-90.1% | $5,651-85.5% |