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 | $42,825 | $52,279-18.1% | $89,391-52.1% | $79,858-46.4% |
| Participation rate | 35.1% | 57.5%-22.5pp | 68.0%-32.9pp | 69.6%-34.5pp |
| Annual return | 7.52% | 22.16%-14.6pp | 245.62%-238.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $932 | $1,572-40.7% | $2,586-63.9% | $2,471-62.3% |
| Participant deferral / active EE | $1,635 | $2,740-40.3% | $3,890-58.0% | $3,740-56.3% |
| Admin fee / account holder | $3,118 | $3,356-7.1% | $4,881-36.1% | $5,306-41.2% |