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 | $29,929 | $67,606-55.7% | $82,313-63.6% | $70,131-57.3% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.3pp |
| Annual return | 6.36% | 21.57%-15.2pp | 25.88%-19.5pp | 73.14%-66.8pp |
| Employer contribution / active EE | $1,074 | $1,755-38.8% | $2,428-55.8% | $2,342-54.1% |
| Participant deferral / active EE | $1,990 | $2,987-33.4% | $3,706-46.3% | $3,332-40.3% |
| Admin fee / account holder | $389 | $4,512-91.4% | $5,608-93.1% | $4,645-91.6% |