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 | $32,000 | $74,927-57.3% | $101,794-68.6% | $84,808-62.3% |
| Participation rate | 31.8% | 61.4%-29.6pp | 69.2%-37.4pp | 68.3%-36.5pp |
| Annual return | 6.10% | 18.70%-12.6pp | 30.53%-24.4pp | 40.90%-34.8pp |
| Employer contribution / active EE | $478 | $1,522-68.6% | $2,289-79.1% | $2,631-81.8% |
| Participant deferral / active EE | $1,758 | $3,099-43.3% | $4,084-57.0% | $4,212-58.3% |
| Admin fee / account holder | $9,044 | $6,514+38.8% | $8,777+3.0% | $7,344+23.2% |