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 | $44,759 | $73,933-39.5% | $96,683-53.7% | $75,163-40.5% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 7.40% | 26.70%-19.3pp | 35.69%-28.3pp | 160.62%-153.2pp |
| Employer contribution / active EE | $912 | $2,928-68.8% | $3,737-75.6% | $2,670-65.8% |
| Participant deferral / active EE | $2,364 | $3,659-35.4% | $4,878-51.5% | $4,125-42.7% |
| Admin fee / account holder | $6,203 | $5,216+18.9% | $6,730-7.8% | $5,651+9.8% |