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 8-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 | $47,310 | $77,314-38.8% | $177,989-73.4% | $80,856-41.5% |
| Participation rate | 40.4% | 65.7%-25.3pp | 77.1%-36.7pp | 67.6%-27.2pp |
| Annual return | 9.67% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $874 | $2,292-61.9% | $3,949-77.9% | $2,755-68.3% |
| Participant deferral / active EE | $2,395 | $4,411-45.7% | $6,276-61.8% | $4,296-44.2% |
| Admin fee / account holder | $1,226 | $7,191-82.9% | $10,363-88.2% | $6,918-82.3% |