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 7-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 | $28,116 | $36,790-23.6% | $84,966-66.9% | - |
| Participation rate | 29.3% | 47.2%-17.9pp | 67.5%-38.2pp | - |
| Annual return | 9.85% | 16.20%-6.4pp | 66.38%-56.5pp | - |
| Employer contribution / active EE | $836 | $1,404-40.5% | $2,727-69.3% | - |
| Participant deferral / active EE | $1,862 | $2,003-7.1% | $4,519-58.8% | - |
| Admin fee / account holder | $2,449 | $2,089+17.3% | $6,149-60.2% | - |