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 6-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 | $12,709 | $25,014-49.2% | $69,647-81.8% | $80,856-84.3% |
| Participation rate | 36.9% | 64.2%-27.3pp | 66.5%-29.5pp | 67.6%-30.7pp |
| Annual return | 9.34% | 19.07%-9.7pp | 100.48%-91.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $551 | $993-44.5% | $1,712-67.8% | $2,755-80.0% |
| Participant deferral / active EE | $1,748 | $1,839-4.9% | $2,886-39.4% | $4,296-59.3% |
| Admin fee / account holder | $1,980 | $2,488-20.4% | $4,713-58.0% | $6,918-71.4% |