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 | $42,012 | $69,362-39.4% | $101,248-58.5% | $73,488-42.8% |
| Participation rate | 45.0% | 68.4%-23.4pp | 75.8%-30.8pp | 70.7%-25.7pp |
| Annual return | 11.01% | 18.46%-7.4pp | 46.47%-35.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,121 | $2,628-57.4% | $3,660-69.4% | $2,270-50.6% |
| Participant deferral / active EE | $1,497 | $3,300-54.6% | $4,370-65.8% | $3,740-60.0% |
| Admin fee / account holder | $412 | $704-41.4% | $5,945-93.1% | $513-19.7% |