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 | $49,504 | $63,764-22.4% | $81,930-39.6% | $79,858-38.0% |
| Participation rate | 15.4% | 67.5%-52.1pp | 72.0%-56.6pp | 69.6%-54.2pp |
| Annual return | 7.61% | 22.66%-15.1pp | 29.49%-21.9pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,367 | $2,780-50.9% | $7,107-80.8% | $3,740-63.5% |
| Admin fee / account holder | $4,935 | $4,426+11.5% | $5,158-4.3% | $5,306-7.0% |