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 | $35,027 | $48,750-28.1% | $88,946-60.6% | $74,304-52.9% |
| Participation rate | 51.7% | 44.5%+7.2pp | 68.8%-17.2pp | 60.3%-8.7pp |
| Annual return | 11.40% | 25.91%-14.5pp | 57.82%-46.4pp | 29.43%-18.0pp |
| Employer contribution / active EE | $252 | $1,255-79.9% | $2,555-90.1% | $2,241-88.8% |
| Participant deferral / active EE | $2,064 | $2,423-14.8% | $4,581-55.0% | $3,767-45.2% |
| Admin fee / account holder | $1,857 | $3,756-50.6% | $8,261-77.5% | $2,969-37.4% |