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 | $47,908 | $91,190-47.5% | $178,490-73.2% | $79,858-40.0% |
| Participation rate | 68.0% | 69.2%-1.2pp | 81.9%-13.9pp | 69.6%-1.6pp |
| Annual return | 3.66% | 24.19%-20.5pp | 151.07%-147.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $844 | $3,256-74.1% | $5,011-83.2% | $2,471-65.8% |
| Participant deferral / active EE | $2,093 | $3,236-35.3% | $5,202-59.8% | $3,740-44.0% |
| Admin fee / account holder | $1,174 | $6,751-82.6% | $13,984-91.6% | $5,306-77.9% |