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 | $58,554 | $72,492-19.2% | $87,100-32.8% | $72,985-19.8% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.9%-28.1pp | 69.5%-20.7pp |
| Annual return | 14.62% | 24.46%-9.8pp | 28.19%-13.6pp | 81.00%-66.4pp |
| Employer contribution / active EE | $689 | $1,894-63.6% | $2,521-72.7% | $2,440-71.7% |
| Participant deferral / active EE | $2,292 | $3,270-29.9% | $4,049-43.4% | $3,607-36.5% |
| Admin fee / account holder | $632 | $5,055-87.5% | $7,497-91.6% | $5,124-87.7% |