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 | $37,769 | $81,248-53.5% | $155,509-75.7% | $80,856-53.3% |
| Participation rate | 31.3% | 66.2%-35.0pp | 78.2%-46.9pp | 67.6%-36.4pp |
| Annual return | 7.65% | 33.31%-25.7pp | 64.67%-57.0pp | 35.59%-27.9pp |
| Employer contribution / active EE | $680 | $3,100-78.1% | $4,672-85.4% | $2,755-75.3% |
| Participant deferral / active EE | $1,585 | $3,452-54.1% | $5,626-71.8% | $4,296-63.1% |
| Admin fee / account holder | $3,803 | $7,997-52.4% | $15,912-76.1% | $6,918-45.0% |