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 | $25,500 | $91,190-72.0% | $178,490-85.7% | $79,858-68.1% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 9.61% | 24.19%-14.6pp | 151.07%-141.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $714 | $3,256-78.1% | $5,011-85.8% | $2,471-71.1% |
| Participant deferral / active EE | $1,624 | $3,236-49.8% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $7,403 | $6,751+9.7% | $13,984-47.1% | $5,306+39.5% |