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 | $36,694 | $25,014+46.7% | $69,647-47.3% | $80,856-54.6% |
| Participation rate | 43.4% | 64.2%-20.8pp | 66.5%-23.0pp | 67.6%-24.2pp |
| Annual return | 9.94% | 19.07%-9.1pp | 100.48%-90.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,050 | $993+5.7% | $1,712-38.7% | $2,755-61.9% |
| Participant deferral / active EE | $1,552 | $1,839-15.6% | $2,886-46.2% | $4,296-63.9% |
| Admin fee / account holder | $2,748 | $2,488+10.4% | $4,713-41.7% | $6,918-60.3% |