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 | $45,098 | $66,402-32.1% | $109,895-59.0% | $85,850-47.5% |
| Participation rate | 51.4% | 63.9%-12.4pp | 74.2%-22.8pp | 69.3%-17.9pp |
| Annual return | 11.35% | 19.59%-8.2pp | 29.45%-18.1pp | 318.53%-307.2pp |
| Employer contribution / active EE | $983 | $1,687-41.8% | $2,842-65.4% | $2,565-61.7% |
| Participant deferral / active EE | $2,682 | $2,842-5.7% | $4,048-33.7% | $3,952-32.1% |
| Admin fee / account holder | $1,741 | $4,557-61.8% | $6,066-71.3% | $6,260-72.2% |