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 5-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 | $20,012 | $80,717-75.2% | $154,803-87.1% | $84,808-76.4% |
| Participation rate | 48.1% | 66.8%-18.7pp | 78.1%-29.9pp | 68.3%-20.2pp |
| Annual return | 12.34% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $879 | $2,761-68.2% | $4,305-79.6% | $2,631-66.6% |
| Participant deferral / active EE | $2,552 | $3,303-22.8% | $5,540-53.9% | $4,212-39.4% |
| Admin fee / account holder | $3,273 | $6,746-51.5% | $14,329-77.2% | $7,344-55.4% |