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 | $37,773 | $60,892-38.0% | $82,389-54.2% | $84,808-55.5% |
| Participation rate | 63.4% | 63.3%+0.1pp | 69.5%-6.1pp | 68.3%-4.9pp |
| Annual return | 9.86% | 37.29%-27.4pp | 28.67%-18.8pp | 40.90%-31.0pp |
| Employer contribution / active EE | $639 | $1,779-64.1% | $2,517-74.6% | $2,631-75.7% |
| Participant deferral / active EE | $1,579 | $3,179-50.3% | $4,155-62.0% | $4,212-62.5% |
| Admin fee / account holder | $4,937 | $5,467-9.7% | $7,231-31.7% | $7,344-32.8% |