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 | $37,188 | $85,766-56.6% | $136,294-72.7% | $70,131-47.0% |
| Participation rate | 64.1% | 74.2%-10.1pp | 81.9%-17.8pp | 69.5%-5.4pp |
| Annual return | 6.57% | 31.45%-24.9pp | 5155.94%-5149.4pp | 73.14%-66.6pp |
| Employer contribution / active EE | $931 | $2,966-68.6% | $4,695-80.2% | $2,342-60.3% |
| Participant deferral / active EE | $2,478 | $5,051-50.9% | $6,247-60.3% | $3,332-25.6% |
| Admin fee / account holder | $4,900 | $5,420-9.6% | $9,243-47.0% | $4,645+5.5% |