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 | $75,161 | $87,013-13.6% | $106,213-29.2% | $80,856-7.0% |
| Participation rate | 53.8% | 70.4%-16.6pp | 75.3%-21.4pp | 67.6%-13.8pp |
| Annual return | 7.95% | 17.05%-9.1pp | 116.14%-108.2pp | 35.59%-27.6pp |
| Employer contribution / active EE | $972 | $2,395-59.4% | $3,171-69.3% | $2,755-64.7% |
| Participant deferral / active EE | $1,871 | $3,986-53.1% | $5,016-62.7% | $4,296-56.5% |
| Admin fee / account holder | $2,431 | $8,431-71.2% | $11,033-78.0% | $6,918-64.9% |