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 | $45,597 | $109,881-58.5% | $150,045-69.6% | $84,808-46.2% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.4pp | 68.3%+0.7pp |
| Annual return | 9.31% | 28.25%-18.9pp | 62.55%-53.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $796 | $3,561-77.6% | $4,693-83.0% | $2,631-69.7% |
| Participant deferral / active EE | $2,591 | $6,636-61.0% | $7,997-67.6% | $4,212-38.5% |
| Admin fee / account holder | $453 | $8,568-94.7% | $13,435-96.6% | $7,344-93.8% |