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 | $56,470 | $64,839-12.9% | $95,585-40.9% | $84,808-33.4% |
| Participation rate | 41.8% | 63.8%-22.0pp | 72.1%-30.3pp | 68.3%-26.5pp |
| Annual return | 11.78% | -670.96%+682.7pp | 38.56%-26.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $691 | $1,759-60.7% | $2,527-72.7% | $2,631-73.7% |
| Participant deferral / active EE | $3,199 | $2,965+7.9% | $4,023-20.5% | $4,212-24.1% |
| Admin fee / account holder | $16,440 | $5,964+175.6% | $6,127+168.3% | $7,344+123.9% |