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 | $49,179 | $70,475-30.2% | $100,516-51.1% | $79,858-38.4% |
| Participation rate | 42.1% | 73.7%-31.6pp | 79.4%-37.3pp | 69.6%-27.5pp |
| Annual return | 12.37% | 21.90%-9.5pp | 30.89%-18.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,441 | $5,181-52.9% | $6,270-61.1% | $3,740-34.7% |
| Admin fee / account holder | $4,626 | $4,478+3.3% | $8,081-42.8% | $5,306-12.8% |