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 | $38,364 | $127,065-69.8% | $113,168-66.1% | $142,382-73.1% |
| Participation rate | 42.1% | 79.2%-37.1pp | 76.6%-34.5pp | 80.1%-38.0pp |
| Annual return | 8.63% | 24.03%-15.4pp | 24.27%-15.6pp | 217.08%-208.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,187 | $5,716-61.7% | $5,107-57.2% | $6,507-66.4% |
| Admin fee / account holder | $5,931 | $15,736-62.3% | $12,068-50.8% | $12,624-53.0% |