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 7-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 | $20,019 | $25,014-20.0% | $69,647-71.3% | $80,856-75.2% |
| Participation rate | 26.7% | 64.2%-37.6pp | 66.5%-39.8pp | 67.6%-41.0pp |
| Annual return | 11.32% | 19.07%-7.8pp | 100.48%-89.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $381 | $993-61.6% | $1,712-77.8% | $2,755-86.2% |
| Participant deferral / active EE | $1,394 | $1,839-24.2% | $2,886-51.7% | $4,296-67.6% |
| Admin fee / account holder | $2,660 | $2,488+6.9% | $4,713-43.6% | $6,918-61.6% |