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 | $49,217 | $135,952-63.8% | $123,892-60.3% | $273,961-82.0% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 2.65% | 56.63%-54.0pp | 47.52%-44.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,217 | $5,170-76.5% | $4,617-73.6% | $4,869-75.0% |
| Participant deferral / active EE | $2,630 | $6,343-58.5% | $5,984-56.0% | $5,287-50.3% |
| Admin fee / account holder | $469 | $9,817-95.2% | $8,357-94.4% | $10,132-95.4% |