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 | $47,875 | $56,110-14.7% | $94,993-49.6% | $70,131-31.7% |
| Participation rate | 28.4% | 65.0%-36.6pp | 73.9%-45.5pp | 69.5%-41.2pp |
| Annual return | 10.80% | 51.02%-40.2pp | 27.12%-16.3pp | 73.14%-62.3pp |
| Employer contribution / active EE | $592 | $1,442-59.0% | $2,603-77.3% | $2,342-74.7% |
| Participant deferral / active EE | $1,777 | $2,391-25.7% | $3,317-46.4% | $3,332-46.7% |
| Admin fee / account holder | $862 | $3,456-75.1% | $4,960-82.6% | $4,645-81.4% |