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 | $34,384 | $81,248-57.7% | $155,509-77.9% | $80,856-57.5% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.4pp | 67.6%+0.1pp |
| Annual return | 9.93% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.7pp |
| Employer contribution / active EE | $542 | $3,100-82.5% | $4,672-88.4% | $2,755-80.3% |
| Participant deferral / active EE | $1,184 | $3,452-65.7% | $5,626-79.0% | $4,296-72.4% |
| Admin fee / account holder | $1,096 | $7,997-86.3% | $15,912-93.1% | $6,918-84.2% |