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 | $68,326 | $54,762+24.8% | $90,281-24.3% | $72,985-6.4% |
| Participation rate | 50.0% | 65.1%-15.1pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 16.06% | 30.63%-14.6pp | 78.10%-62.0pp | 81.00%-64.9pp |
| Employer contribution / active EE | $735 | $2,092-64.9% | $2,854-74.2% | $2,440-69.9% |
| Participant deferral / active EE | $3,649 | $2,887+26.4% | $3,885-6.1% | $3,607+1.1% |
| Admin fee / account holder | $829 | $3,972-79.1% | $5,351-84.5% | $5,124-83.8% |