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 | $31,087 | $54,541-43.0% | $78,778-60.5% | $70,131-55.7% |
| Participation rate | 58.0% | 60.8%-2.8pp | 69.2%-11.2pp | 69.5%-11.5pp |
| Annual return | 12.13% | 21.07%-8.9pp | 35.62%-23.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,147 | $1,089+5.4% | $1,986-42.2% | $2,342-51.0% |
| Participant deferral / active EE | $2,067 | $2,210-6.5% | $2,958-30.1% | $3,332-38.0% |
| Admin fee / account holder | $918 | $3,709-75.3% | $5,134-82.1% | $4,645-80.2% |