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 | $57,923 | $78,926-26.6% | $136,749-57.6% | $84,808-31.7% |
| Participation rate | 58.8% | 62.2%-3.4pp | 72.1%-13.4pp | 68.3%-9.6pp |
| Annual return | 10.38% | 18.17%-7.8pp | 24.33%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,787 | $2,134-16.3% | $3,400-47.4% | $2,631-32.1% |
| Participant deferral / active EE | $2,076 | $3,168-34.5% | $4,692-55.7% | $4,212-50.7% |
| Admin fee / account holder | $3,377 | $6,369-47.0% | $11,386-70.3% | $7,344-54.0% |