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 | $28,095 | $124,281-77.4% | $109,143-74.3% | $167,490-83.2% |
| Participation rate | 61.5% | 79.4%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 7.38% | 26.04%-18.7pp | 25.75%-18.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $814 | $4,207-80.6% | $3,722-78.1% | $4,837-83.2% |
| Participant deferral / active EE | $1,869 | $5,255-64.4% | $4,653-59.8% | $6,341-70.5% |
| Admin fee / account holder | $1,126 | $7,970-85.9% | $6,752-83.3% | $12,309-90.9% |