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 | $52,088 | $81,248-35.9% | $155,509-66.5% | $80,856-35.6% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.6%-47.6pp |
| Annual return | 8.87% | 33.31%-24.4pp | 64.67%-55.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $433 | $3,100-86.0% | $4,672-90.7% | $2,755-84.3% |
| Participant deferral / active EE | $1,461 | $3,452-57.7% | $5,626-74.0% | $4,296-66.0% |
| Admin fee / account holder | $1,822 | $7,997-77.2% | $15,912-88.6% | $6,918-73.7% |