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 | $14,858 | $80,717-81.6% | $154,803-90.4% | $84,808-82.5% |
| Participation rate | 38.5% | 66.8%-28.3pp | 78.1%-39.6pp | 68.3%-29.8pp |
| Annual return | 9.81% | 37.96%-28.1pp | 58.88%-49.1pp | 40.90%-31.1pp |
| Employer contribution / active EE | $903 | $2,761-67.3% | $4,305-79.0% | $2,631-65.7% |
| Participant deferral / active EE | $1,416 | $3,303-57.1% | $5,540-74.4% | $4,212-66.4% |
| Admin fee / account holder | $1,133 | $6,746-83.2% | $14,329-92.1% | $7,344-84.6% |