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 | $50,859 | $60,022-15.3% | $88,946-42.8% | $84,808-40.0% |
| Participation rate | 13.0% | 57.8%-44.8pp | 68.8%-55.8pp | 68.3%-55.3pp |
| Annual return | 12.99% | 22.43%-9.4pp | 57.82%-44.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $936 | $3,114-70.0% | $4,581-79.6% | $4,212-77.8% |
| Admin fee / account holder | $10,379 | $4,811+115.7% | $8,261+25.6% | $7,344+41.3% |