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 | $55,329 | $48,795+13.4% | $65,493-15.5% | $84,808-34.8% |
| Participation rate | 35.4% | 67.0%-31.5pp | 73.1%-37.7pp | 68.3%-32.9pp |
| Annual return | 8.08% | 20.20%-12.1pp | 982.45%-974.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $530 | $1,930-72.6% | $2,574-79.4% | $2,631-79.9% |
| Participant deferral / active EE | $2,373 | $2,928-19.0% | $3,961-40.1% | $4,212-43.7% |
| Admin fee / account holder | $2,870 | $3,877-26.0% | $5,028-42.9% | $7,344-60.9% |