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 9-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 | $43,155 | $49,915-13.5% | $154,803-72.1% | $74,304-41.9% |
| Participation rate | 48.0% | 54.0%-5.9pp | 78.1%-30.0pp | 60.3%-12.3pp |
| Annual return | 11.52% | 34.06%-22.5pp | 58.88%-47.4pp | 29.43%-17.9pp |
| Employer contribution / active EE | $362 | $1,611-77.5% | $4,305-91.6% | $2,241-83.8% |
| Participant deferral / active EE | $2,621 | $2,255+16.2% | $5,540-52.7% | $3,767-30.4% |
| Admin fee / account holder | $3,658 | $2,189+67.1% | $14,329-74.5% | $2,969+23.2% |