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 | $56,989 | $64,480-11.6% | $81,382-30.0% | $80,856-29.5% |
| Participation rate | 23.7% | 63.9%-40.1pp | 69.5%-45.8pp | 67.6%-43.9pp |
| Annual return | 6.68% | 16.34%-9.7pp | 24.73%-18.1pp | 35.59%-28.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,617 | $3,094-47.7% | $3,883-58.4% | $4,296-62.4% |
| Admin fee / account holder | $7,882 | $5,671+39.0% | $5,768+36.6% | $6,918+13.9% |