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 | $20,032 | $65,685-69.5% | $57,179-65.0% | $273,961-92.7% |
| Participation rate | 63.6% | 78.3%-14.7pp | 75.3%-11.7pp | 83.0%-19.4pp |
| Annual return | 0.03% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.4pp |
| Employer contribution / active EE | $355 | $3,279-89.2% | $2,682-86.8% | $4,869-92.7% |
| Participant deferral / active EE | $1,357 | $3,782-64.1% | $3,096-56.2% | $5,287-74.3% |
| Admin fee / account holder | $381 | $4,835-92.1% | $3,139-87.9% | $10,132-96.2% |