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 | $50,447 | $59,097-14.6% | $82,389-38.8% | $74,304-32.1% |
| Participation rate | 34.2% | 52.8%-18.5pp | 69.5%-35.3pp | 60.3%-26.1pp |
| Annual return | 11.64% | 22.85%-11.2pp | 28.67%-17.0pp | 29.43%-17.8pp |
| Employer contribution / active EE | $491 | $1,601-69.3% | $2,517-80.5% | $2,241-78.1% |
| Participant deferral / active EE | $2,285 | $2,775-17.7% | $4,155-45.0% | $3,767-39.3% |
| Admin fee / account holder | $6,432 | $4,489+43.3% | $7,231-11.1% | $2,969+116.6% |