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 3-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 | $39,121 | $74,927-47.8% | $101,794-61.6% | $84,808-53.9% |
| Participation rate | 30.0% | 61.4%-31.4pp | 69.2%-39.2pp | 68.3%-38.3pp |
| Annual return | 9.90% | 18.70%-8.8pp | 30.53%-20.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,209 | $1,522-20.6% | $2,289-47.2% | $2,631-54.1% |
| Participant deferral / active EE | $2,261 | $3,099-27.1% | $4,084-44.6% | $4,212-46.3% |
| Admin fee / account holder | $11,021 | $6,514+69.2% | $8,777+25.6% | $7,344+50.1% |