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 | $79,578 | $37,426+112.6% | $77,482+2.7% | $79,858-0.4% |
| Participation rate | 22.2% | 41.5%-19.3pp | 54.2%-32.0pp | 69.6%-47.4pp |
| Annual return | 5.21% | 39.70%-34.5pp | 54.79%-49.6pp | 31.71%-26.5pp |
| Employer contribution / active EE | $733 | $637+15.2% | $986-25.7% | $2,471-70.3% |
| Participant deferral / active EE | $2,020 | $1,260+60.4% | $1,861+8.6% | $3,740-46.0% |
| Admin fee / account holder | $2,294 | $2,504-8.4% | $2,858-19.7% | $5,306-56.8% |