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 | $55,747 | $79,944-30.3% | $98,439-43.4% | $75,163-25.8% |
| Participation rate | 44.0% | 70.4%-26.4pp | 75.2%-31.2pp | 67.2%-23.2pp |
| Annual return | 12.77% | 19.75%-7.0pp | 21.16%-8.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,598 | $3,752-57.4% | $4,738-66.3% | $4,125-61.3% |
| Admin fee / account holder | $920 | $6,840-86.5% | $8,948-89.7% | $5,651-83.7% |