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 | $23,367 | $48,046-51.4% | $84,611-72.4% | $72,985-68.0% |
| Participation rate | 29.3% | 57.6%-28.3pp | 68.2%-38.9pp | 69.5%-40.2pp |
| Annual return | 17.17% | 37.38%-20.2pp | 258.74%-241.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $271 | $1,602-83.1% | $2,652-89.8% | $2,440-88.9% |
| Participant deferral / active EE | $890 | $2,680-66.8% | $3,899-77.2% | $3,607-75.3% |
| Admin fee / account holder | $1,164 | $3,395-65.7% | $4,912-76.3% | $5,124-77.3% |