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 | $61,200 | $110,257-44.5% | $96,544-36.6% | $139,434-56.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 4.66% | 26.32%-21.7pp | 25.84%-21.2pp | 372.94%-368.3pp |
| Employer contribution / active EE | $1,653 | $3,620-54.3% | $2,965-44.2% | $4,751-65.2% |
| Participant deferral / active EE | $2,819 | $5,548-49.2% | $4,851-41.9% | $6,710-58.0% |
| Admin fee / account holder | $341 | $11,591-97.1% | $8,252-95.9% | $11,403-97.0% |