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 | $28,499 | $46,869-39.2% | $122,332-76.7% | $70,131-59.4% |
| Participation rate | 63.3% | 58.2%+5.1pp | 71.6%-8.3pp | 69.5%-6.2pp |
| Annual return | 8.42% | 24.22%-15.8pp | 30.27%-21.9pp | 73.14%-64.7pp |
| Employer contribution / active EE | $692 | $1,288-46.2% | $4,050-82.9% | $2,342-70.4% |
| Participant deferral / active EE | $1,467 | $2,166-32.3% | $3,287-55.4% | $3,332-56.0% |
| Admin fee / account holder | $640 | $3,322-80.8% | $5,478-88.3% | $4,645-86.2% |