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 | $47,637 | $64,839-26.5% | $95,585-50.2% | $84,808-43.8% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.7pp | 68.3%-10.0pp |
| Annual return | 10.18% | -670.96%+681.1pp | 38.56%-28.4pp | 40.90%-30.7pp |
| Employer contribution / active EE | $594 | $1,759-66.2% | $2,527-76.5% | $2,631-77.4% |
| Participant deferral / active EE | $1,450 | $2,965-51.1% | $4,023-64.0% | $4,212-65.6% |
| Admin fee / account holder | $1,479 | $5,964-75.2% | $6,127-75.9% | $7,344-79.9% |