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 | $45,257 | $62,127-27.2% | $81,382-44.4% | $74,495-39.2% |
| Participation rate | 42.0% | 64.0%-22.0pp | 69.5%-27.5pp | 67.2%-25.2pp |
| Annual return | 1.21% | 16.48%-15.3pp | 24.73%-23.5pp | 1364.94%-1363.7pp |
| Employer contribution / active EE | $925 | $1,882-50.9% | $2,463-62.4% | $2,623-64.7% |
| Participant deferral / active EE | $2,215 | $3,229-31.4% | $3,883-43.0% | $4,346-49.0% |
| Admin fee / account holder | $1,347 | $1,934-30.4% | $5,768-76.6% | $1,942-30.6% |