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 | $55,813 | $65,365-14.6% | $92,893-39.9% | $72,985-23.5% |
| Participation rate | 62.2% | 68.3%-6.2pp | 76.0%-13.8pp | 69.5%-7.3pp |
| Annual return | 16.21% | 42.10%-25.9pp | 109.41%-93.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $969 | $2,594-62.7% | $3,653-73.5% | $2,440-60.3% |
| Participant deferral / active EE | $3,874 | $3,128+23.8% | $4,236-8.5% | $3,607+7.4% |
| Admin fee / account holder | $2,022 | $4,251-52.4% | $5,794-65.1% | $5,124-60.5% |