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 5-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 | $39,304 | $57,016-31.1% | $84,966-53.7% | $80,856-51.4% |
| Participation rate | 58.0% | 56.3%+1.7pp | 67.5%-9.5pp | 67.6%-9.6pp |
| Annual return | 8.49% | 21.66%-13.2pp | 66.38%-57.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,630 | $1,798-9.3% | $2,727-40.2% | $2,755-40.8% |
| Participant deferral / active EE | $3,127 | $3,110+0.6% | $4,519-30.8% | $4,296-27.2% |
| Admin fee / account holder | $1,223 | $4,980-75.4% | $6,149-80.1% | $6,918-82.3% |