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 | $35,433 | $54,705-35.2% | $71,209-50.2% | $84,808-58.2% |
| Participation rate | 55.4% | 64.1%-8.7pp | 73.8%-18.4pp | 68.3%-13.0pp |
| Annual return | 13.19% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $833 | $2,158-61.4% | $2,721-69.4% | $2,631-68.3% |
| Participant deferral / active EE | $1,973 | $3,030-34.9% | $4,175-52.7% | $4,212-53.2% |
| Admin fee / account holder | $3,226 | $4,863-33.7% | $5,349-39.7% | $7,344-56.1% |