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 | $43,113 | $72,492-40.5% | $87,100-50.5% | $72,985-40.9% |
| Participation rate | 54.4% | 72.8%-18.4pp | 76.9%-22.4pp | 69.5%-15.1pp |
| Annual return | 7.68% | 24.46%-16.8pp | 28.19%-20.5pp | 81.00%-73.3pp |
| Employer contribution / active EE | $610 | $1,894-67.8% | $2,521-75.8% | $2,440-75.0% |
| Participant deferral / active EE | $1,971 | $3,270-39.7% | $4,049-51.3% | $3,607-45.4% |
| Admin fee / account holder | $545 | $5,055-89.2% | $7,497-92.7% | $5,124-89.4% |