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 | $49,126 | $48,750+0.8% | $88,946-44.8% | $74,304-33.9% |
| Participation rate | 23.4% | 44.5%-21.0pp | 68.8%-45.4pp | 60.3%-36.9pp |
| Annual return | 11.83% | 25.91%-14.1pp | 57.82%-46.0pp | 29.43%-17.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $971 | $2,423-59.9% | $4,581-78.8% | $3,767-74.2% |
| Admin fee / account holder | $2,713 | $3,756-27.8% | $8,261-67.2% | $2,969-8.6% |