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 | $24,311 | $60,022-59.5% | $88,946-72.7% | $84,808-71.3% |
| Participation rate | 49.0% | 57.8%-8.9pp | 68.8%-19.9pp | 68.3%-19.3pp |
| Annual return | 12.30% | 22.43%-10.1pp | 57.82%-45.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,462 | $1,703+44.6% | $2,555-3.6% | $2,631-6.4% |
| Participant deferral / active EE | $2,446 | $3,114-21.4% | $4,581-46.6% | $4,212-41.9% |
| Admin fee / account holder | $2,176 | $4,811-54.8% | $8,261-73.7% | $7,344-70.4% |