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 | $47,783 | $73,933-35.4% | $96,683-50.6% | $75,163-36.4% |
| Participation rate | 44.6% | 66.4%-21.8pp | 74.3%-29.7pp | 67.2%-22.6pp |
| Annual return | 8.92% | 26.70%-17.8pp | 35.69%-26.8pp | 160.62%-151.7pp |
| Employer contribution / active EE | $882 | $2,928-69.9% | $3,737-76.4% | $2,670-67.0% |
| Participant deferral / active EE | $2,006 | $3,659-45.2% | $4,878-58.9% | $4,125-51.4% |
| Admin fee / account holder | $1,307 | $5,216-74.9% | $6,730-80.6% | $5,651-76.9% |