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 | $65,303 | $74,927-12.8% | $101,794-35.8% | $84,808-23.0% |
| Participation rate | 49.0% | 61.4%-12.4pp | 69.2%-20.2pp | 68.3%-19.3pp |
| Annual return | 11.06% | 18.70%-7.6pp | 30.53%-19.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $969 | $1,522-36.3% | $2,289-57.7% | $2,631-63.2% |
| Participant deferral / active EE | $2,612 | $3,099-15.7% | $4,084-36.1% | $4,212-38.0% |
| Admin fee / account holder | $2,875 | $6,514-55.9% | $8,777-67.2% | $7,344-60.9% |