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 7-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 | $25,360 | $81,248-68.8% | $155,509-83.7% | $80,856-68.6% |
| Participation rate | 28.1% | 66.2%-38.1pp | 78.2%-50.1pp | 67.6%-39.5pp |
| Annual return | 8.59% | 33.31%-24.7pp | 64.67%-56.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,170 | $3,100-62.2% | $4,672-75.0% | $2,755-57.5% |
| Participant deferral / active EE | $1,604 | $3,452-53.5% | $5,626-71.5% | $4,296-62.7% |
| Admin fee / account holder | $3,612 | $7,997-54.8% | $15,912-77.3% | $6,918-47.8% |