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 | $30,406 | $69,977-56.5% | $108,579-72.0% | $62,891-51.7% |
| Participation rate | 48.8% | 72.9%-24.1pp | 79.6%-30.8pp | 69.3%-20.5pp |
| Annual return | 3.80% | 10.73%-6.9pp | -51.70%+55.5pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,020 | $2,135-52.2% | $3,758-72.9% | $2,281-55.3% |
| Participant deferral / active EE | $3,313 | $3,165+4.7% | $4,311-23.1% | $3,203+3.4% |
| Admin fee / account holder | $2,175 | $5,076-57.2% | $7,645-71.6% | $4,296-49.4% |