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 | $40,075 | $72,492-44.7% | $87,100-54.0% | $72,985-45.1% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.9%-43.5pp | 69.5%-36.2pp |
| Annual return | 14.41% | 24.46%-10.0pp | 28.19%-13.8pp | 81.00%-66.6pp |
| Employer contribution / active EE | $736 | $1,894-61.1% | $2,521-70.8% | $2,440-69.8% |
| Participant deferral / active EE | $1,483 | $3,270-54.6% | $4,049-63.4% | $3,607-58.9% |
| Admin fee / account holder | $5,718 | $5,055+13.1% | $7,497-23.7% | $5,124+11.6% |