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 | $45,735 | $76,367-40.1% | $93,606-51.1% | $72,985-37.3% |
| Participation rate | 67.1% | 71.7%-4.7pp | 75.8%-8.7pp | 69.5%-2.4pp |
| Annual return | 10.68% | 25.82%-15.1pp | 32.76%-22.1pp | 81.00%-70.3pp |
| Employer contribution / active EE | $953 | $2,275-58.1% | $2,718-64.9% | $2,440-60.9% |
| Participant deferral / active EE | $1,493 | $3,538-57.8% | $4,069-63.3% | $3,607-58.6% |
| Admin fee / account holder | $7,228 | $6,838+5.7% | $7,888-8.4% | $5,124+41.1% |