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 7-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 | $29,744 | $81,460-63.5% | $103,333-71.2% | $80,856-63.2% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.7pp | 67.6%-24.8pp |
| Annual return | 9.57% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $837 | $3,105-73.0% | $3,868-78.4% | $2,755-69.6% |
| Participant deferral / active EE | $2,481 | $3,869-35.9% | $5,057-50.9% | $4,296-42.2% |
| Admin fee / account holder | $3,086 | $6,566-53.0% | $8,355-63.1% | $6,918-55.4% |