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 | $44,528 | $74,089-39.9% | $133,980-66.8% | $55,167-19.3% |
| Participation rate | 66.0% | 84.3%-18.3pp | 87.1%-21.1pp | 69.0%-3.0pp |
| Annual return | 5.48% | 12.11%-6.6pp | 29.30%-23.8pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,800 | $3,064-41.2% | $5,211-65.5% | $1,963-8.3% |
| Participant deferral / active EE | $2,728 | $4,678-41.7% | $6,282-56.6% | $3,054-10.7% |
| Admin fee / account holder | $4,154 | $458+806.6% | $9,324-55.5% | $504+724.3% |