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 | $55,995 | $60,022-6.7% | $88,946-37.0% | $84,808-34.0% |
| Participation rate | 39.5% | 57.8%-18.4pp | 68.8%-29.4pp | 68.3%-28.8pp |
| Annual return | 11.22% | 22.43%-11.2pp | 57.82%-46.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $792 | $1,703-53.5% | $2,555-69.0% | $2,631-69.9% |
| Participant deferral / active EE | $1,408 | $3,114-54.8% | $4,581-69.3% | $4,212-66.6% |
| Admin fee / account holder | $6,524 | $4,811+35.6% | $8,261-21.0% | $7,344-11.2% |