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 | $47,964 | $81,460-41.1% | $103,333-53.6% | $80,856-40.7% |
| Participation rate | 43.9% | 66.8%-22.9pp | 74.5%-30.6pp | 67.6%-23.7pp |
| Annual return | 7.63% | 25.55%-17.9pp | 24.88%-17.3pp | 35.59%-28.0pp |
| Employer contribution / active EE | $797 | $3,105-74.3% | $3,868-79.4% | $2,755-71.1% |
| Participant deferral / active EE | $1,897 | $3,869-51.0% | $5,057-62.5% | $4,296-55.8% |
| Admin fee / account holder | $2,905 | $6,566-55.8% | $8,355-65.2% | $6,918-58.0% |