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 | $31,622 | $94,625-66.6% | $116,228-72.8% | $84,808-62.7% |
| Participation rate | 58.3% | 70.4%-12.1pp | 74.6%-16.2pp | 68.3%-10.0pp |
| Annual return | 11.94% | 20.40%-8.5pp | 90.06%-78.1pp | 40.90%-29.0pp |
| Employer contribution / active EE | $785 | $2,347-66.6% | $2,994-73.8% | $2,631-70.2% |
| Participant deferral / active EE | $2,420 | $3,972-39.1% | $4,953-51.1% | $4,212-42.5% |
| Admin fee / account holder | $5,648 | $10,091-44.0% | $11,989-52.9% | $7,344-23.1% |