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 | $64,426 | $94,625-31.9% | $116,228-44.6% | $84,808-24.0% |
| Participation rate | 57.4% | 70.4%-13.1pp | 74.6%-17.2pp | 68.3%-10.9pp |
| Annual return | 10.63% | 20.40%-9.8pp | 90.06%-79.4pp | 40.90%-30.3pp |
| Employer contribution / active EE | $872 | $2,347-62.8% | $2,994-70.9% | $2,631-66.8% |
| Participant deferral / active EE | $2,618 | $3,972-34.1% | $4,953-47.1% | $4,212-37.8% |
| Admin fee / account holder | $3,125 | $10,091-69.0% | $11,989-73.9% | $7,344-57.4% |