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 | $42,093 | $70,428-40.2% | $96,562-56.4% | $85,850-51.0% |
| Participation rate | 32.0% | 61.8%-29.8pp | 69.8%-37.8pp | 69.3%-37.3pp |
| Annual return | 8.33% | 18.59%-10.3pp | 37.78%-29.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $826 | $1,413-41.5% | $2,356-64.9% | $2,565-67.8% |
| Participant deferral / active EE | $2,316 | $2,894-20.0% | $3,849-39.8% | $3,952-41.4% |
| Admin fee / account holder | $4,157 | $4,997-16.8% | $6,181-32.7% | $6,260-33.6% |