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 | $33,201 | $60,022-44.7% | $88,946-62.7% | $84,808-60.9% |
| Participation rate | 41.7% | 57.8%-16.2pp | 68.8%-27.2pp | 68.3%-26.6pp |
| Annual return | 9.28% | 22.43%-13.1pp | 57.82%-48.5pp | 40.90%-31.6pp |
| Employer contribution / active EE | $463 | $1,703-72.8% | $2,555-81.9% | $2,631-82.4% |
| Participant deferral / active EE | $1,483 | $3,114-52.4% | $4,581-67.6% | $4,212-64.8% |
| Admin fee / account holder | $369 | $4,811-92.3% | $8,261-95.5% | $7,344-95.0% |