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 | $33,612 | $77,314-56.5% | $177,989-81.1% | $80,856-58.4% |
| Participation rate | 57.7% | 65.7%-8.0pp | 77.1%-19.4pp | 67.6%-9.9pp |
| Annual return | 8.92% | 18.09%-9.2pp | 294.48%-285.6pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,510 | $2,292-34.1% | $3,949-61.7% | $2,755-45.2% |
| Participant deferral / active EE | $3,025 | $4,411-31.4% | $6,276-51.8% | $4,296-29.6% |
| Admin fee / account holder | $2,869 | $7,191-60.1% | $10,363-72.3% | $6,918-58.5% |