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 | $10,651 | $57,016-81.3% | $84,966-87.5% | $80,856-86.8% |
| Participation rate | 43.4% | 56.3%-12.9pp | 67.5%-24.1pp | 67.6%-24.2pp |
| Annual return | 8.84% | 21.66%-12.8pp | 66.38%-57.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,363 | $1,798-24.2% | $2,727-50.0% | $2,755-50.5% |
| Participant deferral / active EE | $2,793 | $3,110-10.2% | $4,519-38.2% | $4,296-35.0% |
| Admin fee / account holder | $4,595 | $4,980-7.7% | $6,149-25.3% | $6,918-33.6% |