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 | $58,964 | $84,556-30.3% | $116,228-49.3% | $74,304-20.6% |
| Participation rate | 54.8% | 66.0%-11.3pp | 74.6%-19.8pp | 60.3%-5.6pp |
| Annual return | 12.64% | 18.35%-5.7pp | 90.06%-77.4pp | 29.43%-16.8pp |
| Employer contribution / active EE | $593 | $2,168-72.7% | $2,994-80.2% | $2,241-73.6% |
| Participant deferral / active EE | $3,072 | $3,814-19.5% | $4,953-38.0% | $3,767-18.4% |
| Admin fee / account holder | $578 | $3,792-84.7% | $11,989-95.2% | $2,969-80.5% |