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 | $83,687 | $56,897+47.1% | $84,750-1.3% | $62,891+33.1% |
| Participation rate | 36.4% | 68.5%-32.2pp | 76.6%-40.2pp | 69.3%-32.9pp |
| Annual return | 4.22% | 6.30%-2.1pp | 22.78%-18.6pp | 20.14%-15.9pp |
| Employer contribution / active EE | $651 | $2,400-72.9% | $3,574-81.8% | $2,281-71.5% |
| Participant deferral / active EE | $1,287 | $2,709-52.5% | $3,712-65.3% | $3,203-59.8% |
| Admin fee / account holder | $2,841 | $3,581-20.7% | $5,332-46.7% | $4,296-33.9% |