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 | $49,190 | $65,561-25.0% | $91,541-46.3% | $74,304-33.8% |
| Participation rate | 63.1% | 56.6%+6.5pp | 69.8%-6.7pp | 60.3%+2.7pp |
| Annual return | 12.27% | 17.68%-5.4pp | 20.50%-8.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $901 | $1,717-47.5% | $2,505-64.0% | $2,241-59.8% |
| Participant deferral / active EE | $3,240 | $2,918+11.0% | $4,008-19.2% | $3,767-14.0% |
| Admin fee / account holder | $9,609 | $3,333+188.3% | $6,956+38.1% | $2,969+223.7% |