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 | $44,753 | $86,929-48.5% | $102,423-56.3% | $80,856-44.7% |
| Participation rate | 47.3% | 72.4%-25.1pp | 76.5%-29.2pp | 67.6%-20.3pp |
| Annual return | 9.18% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,551 | $2,369-34.5% | $3,023-48.7% | $2,755-43.7% |
| Participant deferral / active EE | $2,649 | $4,118-35.7% | $5,053-47.6% | $4,296-38.3% |
| Admin fee / account holder | $2,102 | $8,049-73.9% | $9,451-77.8% | $6,918-69.6% |