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 | $27,946 | $54,705-48.9% | $71,209-60.8% | $84,808-67.0% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.8%-29.3pp | 68.3%-23.9pp |
| Annual return | 7.66% | 35.90%-28.2pp | 282.51%-274.9pp | 40.90%-33.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,989 | $3,030-34.4% | $4,175-52.4% | $4,212-52.8% |
| Admin fee / account holder | $1,496 | $4,863-69.2% | $5,349-72.0% | $7,344-79.6% |