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 | $25,397 | $70,428-63.9% | $96,562-73.7% | $85,850-70.4% |
| Participation rate | 52.4% | 61.8%-9.4pp | 69.8%-17.4pp | 69.3%-16.9pp |
| Annual return | 10.61% | 18.59%-8.0pp | 37.78%-27.2pp | 318.53%-307.9pp |
| Employer contribution / active EE | $829 | $1,413-41.3% | $2,356-64.8% | $2,565-67.7% |
| Participant deferral / active EE | $1,966 | $2,894-32.1% | $3,849-48.9% | $3,952-50.3% |
| Admin fee / account holder | $851 | $4,997-83.0% | $6,181-86.2% | $6,260-86.4% |