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 | $49,099 | $95,803-48.8% | $113,168-56.6% | $84,808-42.1% |
| Participation rate | 36.7% | 72.9%-36.1pp | 76.6%-39.8pp | 68.3%-31.6pp |
| Annual return | 12.10% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $863 | $2,360-63.4% | $2,975-71.0% | $2,631-67.2% |
| Participant deferral / active EE | $1,957 | $4,242-53.9% | $5,107-61.7% | $4,212-53.5% |
| Admin fee / account holder | $3,453 | $8,989-61.6% | $12,068-71.4% | $7,344-53.0% |