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 | $32,955 | $45,035-26.8% | $62,995-47.7% | $70,131-53.0% |
| Participation rate | 65.6% | 69.5%-3.9pp | 74.8%-9.2pp | 69.5%-3.9pp |
| Annual return | 11.24% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $970 | $2,051-52.7% | $2,759-64.9% | $2,342-58.6% |
| Participant deferral / active EE | $1,350 | $2,465-45.2% | $3,329-59.5% | $3,332-59.5% |
| Admin fee / account holder | $1,406 | $2,834-50.4% | $3,600-60.9% | $4,645-69.7% |