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 | $31,712 | $81,248-61.0% | $155,509-79.6% | $80,856-60.8% |
| Participation rate | 37.8% | 66.2%-28.4pp | 78.2%-40.3pp | 67.6%-29.8pp |
| Annual return | 10.57% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $701 | $3,100-77.4% | $4,672-85.0% | $2,755-74.5% |
| Participant deferral / active EE | $1,965 | $3,452-43.1% | $5,626-65.1% | $4,296-54.3% |
| Admin fee / account holder | $1,977 | $7,997-75.3% | $15,912-87.6% | $6,918-71.4% |