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 | $61,049 | $57,016+7.1% | $84,966-28.1% | $80,856-24.5% |
| Participation rate | 48.1% | 56.3%-8.2pp | 67.5%-19.4pp | 67.6%-19.5pp |
| Annual return | 8.00% | 21.66%-13.7pp | 66.38%-58.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $995 | $1,798-44.6% | $2,727-63.5% | $2,755-63.9% |
| Participant deferral / active EE | $1,755 | $3,110-43.6% | $4,519-61.2% | $4,296-59.1% |
| Admin fee / account holder | $376 | $4,980-92.4% | $6,149-93.9% | $6,918-94.6% |