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 | $30,735 | $54,762-43.9% | $90,281-66.0% | $72,985-57.9% |
| Participation rate | 46.9% | 65.1%-18.3pp | 73.3%-26.4pp | 69.5%-22.6pp |
| Annual return | 12.60% | 30.63%-18.0pp | 78.10%-65.5pp | 81.00%-68.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,773 | $2,887-38.6% | $3,885-54.4% | $3,607-50.9% |
| Admin fee / account holder | $2,816 | $3,972-29.1% | $5,351-47.4% | $5,124-45.0% |