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 | $33,591 | $52,580-36.1% | $71,671-53.1% | $70,131-52.1% |
| Participation rate | 45.7% | 60.9%-15.2pp | 68.7%-23.1pp | 69.5%-23.9pp |
| Annual return | 8.42% | 20.25%-11.8pp | 20.65%-12.2pp | 73.14%-64.7pp |
| Employer contribution / active EE | $354 | $1,616-78.1% | $2,460-85.6% | $2,342-84.9% |
| Participant deferral / active EE | $1,175 | $2,386-50.7% | $3,438-65.8% | $3,332-64.7% |
| Admin fee / account holder | $996 | $3,653-72.7% | $5,558-82.1% | $4,645-78.6% |