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 | $32,446 | $64,348-49.6% | $90,160-64.0% | $70,131-53.7% |
| Participation rate | 52.1% | 70.4%-18.4pp | 76.9%-24.8pp | 69.5%-17.5pp |
| Annual return | 13.34% | 28.13%-14.8pp | 34.88%-21.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $980 | $2,046-52.1% | $3,318-70.5% | $2,342-58.2% |
| Participant deferral / active EE | $2,243 | $4,389-48.9% | $5,288-57.6% | $3,332-32.7% |
| Admin fee / account holder | $494 | $3,944-87.5% | $5,943-91.7% | $4,645-89.4% |