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 | $51,642 | $66,098-21.9% | $101,794-49.3% | $74,304-30.5% |
| Participation rate | 30.8% | 53.8%-23.0pp | 69.2%-38.4pp | 60.3%-29.6pp |
| Annual return | 12.36% | 19.59%-7.2pp | 30.53%-18.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $509 | $1,082-52.9% | $2,289-77.7% | $2,241-77.3% |
| Participant deferral / active EE | $1,387 | $2,781-50.1% | $4,084-66.0% | $3,767-63.2% |
| Admin fee / account holder | $2,990 | $4,146-27.9% | $8,777-65.9% | $2,969+0.7% |