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 | $75,742 | $95,803-20.9% | $113,168-33.1% | $84,808-10.7% |
| Participation rate | 20.0% | 72.9%-52.9pp | 76.6%-56.6pp | 68.3%-48.3pp |
| Annual return | 11.43% | 25.00%-13.6pp | 24.27%-12.8pp | 40.90%-29.5pp |
| Employer contribution / active EE | $782 | $2,360-66.8% | $2,975-73.7% | $2,631-70.3% |
| Participant deferral / active EE | $2,301 | $4,242-45.8% | $5,107-54.9% | $4,212-45.4% |
| Admin fee / account holder | $1,258 | $8,989-86.0% | $12,068-89.6% | $7,344-82.9% |