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 | $48,217 | $65,365-26.2% | $92,893-48.1% | $72,985-33.9% |
| Participation rate | 40.6% | 68.3%-27.7pp | 76.0%-35.4pp | 69.5%-28.9pp |
| Annual return | 13.74% | 42.10%-28.4pp | 109.41%-95.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $789 | $2,594-69.6% | $3,653-78.4% | $2,440-67.7% |
| Participant deferral / active EE | $1,307 | $3,128-58.2% | $4,236-69.1% | $3,607-63.8% |
| Admin fee / account holder | $1,807 | $4,251-57.5% | $5,794-68.8% | $5,124-64.7% |