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 | $41,580 | $77,899-46.6% | $149,673-72.2% | $75,163-44.7% |
| Participation rate | 39.6% | 65.6%-26.0pp | 78.8%-39.2pp | 67.2%-27.6pp |
| Annual return | 12.04% | 31.72%-19.7pp | 134.42%-122.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $951 | $3,137-69.7% | $4,818-80.3% | $2,670-64.4% |
| Participant deferral / active EE | $1,315 | $3,411-61.4% | $5,680-76.8% | $4,125-68.1% |
| Admin fee / account holder | $1,460 | $5,956-75.5% | $13,210-89.0% | $5,651-74.2% |