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 | $85,039 | $109,413-22.3% | $156,263-45.6% | $84,808+0.3% |
| Participation rate | 36.4% | 72.7%-36.3pp | 78.9%-42.5pp | 68.3%-31.9pp |
| Annual return | 11.18% | 20.18%-9.0pp | 59.47%-48.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $983 | $2,907-66.2% | $4,333-77.3% | $2,631-62.6% |
| Participant deferral / active EE | $2,311 | $4,590-49.7% | $6,158-62.5% | $4,212-45.1% |
| Admin fee / account holder | $3,819 | $9,357-59.2% | $14,255-73.2% | $7,344-48.0% |