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 | $49,236 | $74,927-34.3% | $101,794-51.6% | $84,808-41.9% |
| Participation rate | 68.2% | 61.4%+6.8pp | 69.2%-1.0pp | 68.3%-0.1pp |
| Annual return | 10.03% | 18.70%-8.7pp | 30.53%-20.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $781 | $1,522-48.7% | $2,289-65.9% | $2,631-70.3% |
| Participant deferral / active EE | $1,622 | $3,099-47.7% | $4,084-60.3% | $4,212-61.5% |
| Admin fee / account holder | $2,207 | $6,514-66.1% | $8,777-74.9% | $7,344-69.9% |