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 5-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 | $22,257 | $84,233-73.6% | $170,442-86.9% | $70,131-68.3% |
| Participation rate | 35.9% | 70.8%-34.9pp | 83.6%-47.7pp | 69.5%-33.6pp |
| Annual return | 9.03% | 23.06%-14.0pp | 205.93%-196.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $451 | $3,387-86.7% | $5,433-91.7% | $2,342-80.8% |
| Participant deferral / active EE | $962 | $3,086-68.8% | $4,939-80.5% | $3,332-71.1% |
| Admin fee / account holder | $3,028 | $5,698-46.9% | $13,880-78.2% | $4,645-34.8% |