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 | $59,257 | $77,899-23.9% | $149,673-60.4% | $75,163-21.2% |
| Participation rate | 35.3% | 65.6%-30.3pp | 78.8%-43.5pp | 67.2%-31.9pp |
| Annual return | 7.66% | 31.72%-24.1pp | 134.42%-126.8pp | 160.62%-153.0pp |
| Employer contribution / active EE | $1,201 | $3,137-61.7% | $4,818-75.1% | $2,670-55.0% |
| Participant deferral / active EE | $2,955 | $3,411-13.4% | $5,680-48.0% | $4,125-28.4% |
| Admin fee / account holder | $576 | $5,956-90.3% | $13,210-95.6% | $5,651-89.8% |