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 | $33,120 | $78,422-57.8% | $95,952-65.5% | $79,858-58.5% |
| Participation rate | 51.2% | 73.5%-22.3pp | 77.1%-25.9pp | 69.6%-18.5pp |
| Annual return | 7.01% | 19.37%-12.4pp | 91.61%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,057 | $1,945-45.6% | $2,541-58.4% | $2,471-57.2% |
| Participant deferral / active EE | $1,609 | $3,440-53.2% | $4,167-61.4% | $3,740-57.0% |
| Admin fee / account holder | $3,471 | $5,622-38.3% | $6,795-48.9% | $5,306-34.6% |