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 | $47,353 | $70,428-32.8% | $96,562-51.0% | $85,850-44.8% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.1pp | 69.3%-2.6pp |
| Annual return | 8.15% | 18.59%-10.4pp | 37.78%-29.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $1,071 | $1,413-24.2% | $2,356-54.5% | $2,565-58.2% |
| Participant deferral / active EE | $3,350 | $2,894+15.8% | $3,849-13.0% | $3,952-15.2% |
| Admin fee / account holder | $336 | $4,997-93.3% | $6,181-94.6% | $6,260-94.6% |