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 | $44,863 | $77,899-42.4% | $149,673-70.0% | $75,163-40.3% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 12.17% | 31.72%-19.5pp | 134.42%-122.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $430 | $3,137-86.3% | $4,818-91.1% | $2,670-83.9% |
| Participant deferral / active EE | $1,634 | $3,411-52.1% | $5,680-71.2% | $4,125-60.4% |
| Admin fee / account holder | $1,196 | $5,956-79.9% | $13,210-90.9% | $5,651-78.8% |