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 | $52,397 | $76,367-31.4% | $93,606-44.0% | $72,985-28.2% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 15.88% | 25.82%-9.9pp | 32.76%-16.9pp | 81.00%-65.1pp |
| Employer contribution / active EE | $825 | $2,275-63.7% | $2,718-69.6% | $2,440-66.2% |
| Participant deferral / active EE | $2,500 | $3,538-29.3% | $4,069-38.5% | $3,607-30.7% |
| Admin fee / account holder | $1,891 | $6,838-72.4% | $7,888-76.0% | $5,124-63.1% |