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 | $48,376 | $81,460-40.6% | $103,333-53.2% | $80,856-40.2% |
| Participation rate | 30.9% | 66.8%-35.9pp | 74.5%-43.6pp | 67.6%-36.7pp |
| Annual return | 10.09% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $825 | $3,105-73.4% | $3,868-78.7% | $2,755-70.0% |
| Participant deferral / active EE | $2,167 | $3,869-44.0% | $5,057-57.2% | $4,296-49.6% |
| Admin fee / account holder | $5,789 | $6,566-11.8% | $8,355-30.7% | $6,918-16.3% |