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 | $52,652 | $94,625-44.4% | $116,228-54.7% | $84,808-37.9% |
| Participation rate | 38.1% | 70.4%-32.4pp | 74.6%-36.5pp | 68.3%-30.2pp |
| Annual return | 11.58% | 20.40%-8.8pp | 90.06%-78.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,249 | $3,972-43.4% | $4,953-54.6% | $4,212-46.6% |
| Admin fee / account holder | $9,343 | $10,091-7.4% | $11,989-22.1% | $7,344+27.2% |