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 | $49,203 | $78,422-37.3% | $95,952-48.7% | $79,858-38.4% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.8pp |
| Annual return | 7.87% | 19.37%-11.5pp | 91.61%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $638 | $1,945-67.2% | $2,541-74.9% | $2,471-74.2% |
| Participant deferral / active EE | $4,771 | $3,440+38.7% | $4,167+14.5% | $3,740+27.6% |
| Admin fee / account holder | $2,160 | $5,622-61.6% | $6,795-68.2% | $5,306-59.3% |