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 | $32,968 | $85,766-61.6% | $136,294-75.8% | $70,131-53.0% |
| Participation rate | 60.4% | 74.2%-13.8pp | 81.9%-21.5pp | 69.5%-9.2pp |
| Annual return | 12.15% | 31.45%-19.3pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $610 | $2,966-79.4% | $4,695-87.0% | $2,342-73.9% |
| Participant deferral / active EE | $2,756 | $5,051-45.4% | $6,247-55.9% | $3,332-17.3% |
| Admin fee / account holder | $2,761 | $5,420-49.1% | $9,243-70.1% | $4,645-40.6% |