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 4-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 | $34,599 | $81,460-57.5% | $103,333-66.5% | $80,856-57.2% |
| Participation rate | 39.1% | 66.8%-27.7pp | 74.5%-35.4pp | 67.6%-28.5pp |
| Annual return | 10.43% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $947 | $3,105-69.5% | $3,868-75.5% | $2,755-65.6% |
| Participant deferral / active EE | $2,177 | $3,869-43.7% | $5,057-57.0% | $4,296-49.3% |
| Admin fee / account holder | $3,990 | $6,566-39.2% | $8,355-52.2% | $6,918-42.3% |