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 | $26,864 | $56,897-52.8% | $84,750-68.3% | $62,891-57.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 3.40% | 6.30%-2.9pp | 22.78%-19.4pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,744 | $2,400-27.3% | $3,574-51.2% | $2,281-23.5% |
| Participant deferral / active EE | $3,938 | $2,709+45.4% | $3,712+6.1% | $3,203+23.0% |
| Admin fee / account holder | $1,547 | $3,581-56.8% | $5,332-71.0% | $4,296-64.0% |