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 | $71,500 | $52,580+36.0% | $71,671-0.2% | $70,131+2.0% |
| Participation rate | 38.8% | 60.9%-22.1pp | 68.7%-29.9pp | 69.5%-30.7pp |
| Annual return | 8.84% | 20.25%-11.4pp | 20.65%-11.8pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,021 | $1,616-36.8% | $2,460-58.5% | $2,342-56.4% |
| Participant deferral / active EE | $1,948 | $2,386-18.4% | $3,438-43.3% | $3,332-41.5% |
| Admin fee / account holder | $2,007 | $3,653-45.1% | $5,558-63.9% | $4,645-56.8% |