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 | $29,956 | $51,175-41.5% | $70,515-57.5% | $75,163-60.1% |
| Participation rate | 58.0% | 60.9%-2.9pp | 68.3%-10.3pp | 67.2%-9.2pp |
| Annual return | 12.46% | 30.02%-17.6pp | 32.77%-20.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $811 | $1,826-55.6% | $2,973-72.7% | $2,670-69.6% |
| Participant deferral / active EE | $1,006 | $2,849-64.7% | $4,567-78.0% | $4,125-75.6% |
| Admin fee / account holder | $1,258 | $4,091-69.2% | $6,412-80.4% | $5,651-77.7% |