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 | $26,551 | $50,898-47.8% | $171,082-84.5% | $55,167-51.9% |
| Participation rate | 44.9% | 63.3%-18.4pp | 76.7%-31.8pp | 69.0%-24.1pp |
| Annual return | 4.50% | 15.34%-10.8pp | 32.56%-28.1pp | 169.23%-164.7pp |
| Employer contribution / active EE | $947 | $1,433-33.9% | $4,002-76.3% | $1,963-51.8% |
| Participant deferral / active EE | $1,963 | $2,994-34.4% | $4,797-59.1% | $3,054-35.7% |
| Admin fee / account holder | $475 | $500-4.8% | $8,520-94.4% | $504-5.7% |