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 | $55,964 | $86,929-35.6% | $102,423-45.4% | $80,856-30.8% |
| Participation rate | 60.4% | 72.4%-12.0pp | 76.5%-16.1pp | 67.6%-7.2pp |
| Annual return | 4.36% | 18.88%-14.5pp | 29.32%-25.0pp | 35.59%-31.2pp |
| Employer contribution / active EE | $944 | $2,369-60.1% | $3,023-68.8% | $2,755-65.7% |
| Participant deferral / active EE | $2,028 | $4,118-50.8% | $5,053-59.9% | $4,296-52.8% |
| Admin fee / account holder | $1,910 | $8,049-76.3% | $9,451-79.8% | $6,918-72.4% |