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 | $29,009 | $91,190-68.2% | $178,490-83.7% | $79,858-63.7% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 8.83% | 24.19%-15.4pp | 151.07%-142.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,206 | $3,256-63.0% | $5,011-75.9% | $2,471-51.2% |
| Participant deferral / active EE | $2,554 | $3,236-21.1% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $1,445 | $6,751-78.6% | $13,984-89.7% | $5,306-72.8% |