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 | $47,821 | $69,977-31.7% | $108,579-56.0% | $62,891-24.0% |
| Participation rate | 45.5% | 72.9%-27.4pp | 79.6%-34.1pp | 69.3%-23.9pp |
| Annual return | 3.49% | 10.73%-7.2pp | -51.70%+55.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $500 | $2,135-76.6% | $3,758-86.7% | $2,281-78.1% |
| Participant deferral / active EE | $2,033 | $3,165-35.8% | $4,311-52.8% | $3,203-36.5% |
| Admin fee / account holder | $1,518 | $5,076-70.1% | $7,645-80.1% | $4,296-64.7% |