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 | $65,056 | $64,839+0.3% | $95,585-31.9% | $84,808-23.3% |
| Participation rate | 31.3% | 63.8%-32.6pp | 72.1%-40.8pp | 68.3%-37.1pp |
| Annual return | 12.31% | -670.96%+683.3pp | 38.56%-26.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $624 | $1,759-64.5% | $2,527-75.3% | $2,631-76.3% |
| Participant deferral / active EE | $1,081 | $2,965-63.5% | $4,023-73.1% | $4,212-74.3% |
| Admin fee / account holder | $5,449 | $5,964-8.6% | $6,127-11.1% | $7,344-25.8% |