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 | $15,663 | $78,988-80.2% | - | $273,961-94.3% |
| Participation rate | 61.9% | 74.5%-12.6pp | - | 83.0%-21.1pp |
| Annual return | 2.20% | 18.48%-16.3pp | - | 41.45%-39.3pp |
| Employer contribution / active EE | $995 | $4,066-75.5% | - | $4,869-79.6% |
| Participant deferral / active EE | $2,301 | $3,397-32.3% | - | $5,287-56.5% |
| Admin fee / account holder | $856 | $13,270-93.6% | - | $10,132-91.6% |