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 9-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 | $25,389 | $60,892-58.3% | $82,389-69.2% | $84,808-70.1% |
| Participation rate | 20.0% | 63.3%-43.3pp | 69.5%-49.5pp | 68.3%-48.3pp |
| Annual return | 11.24% | 37.29%-26.0pp | 28.67%-17.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $748 | $1,779-58.0% | $2,517-70.3% | $2,631-71.6% |
| Participant deferral / active EE | $1,312 | $3,179-58.7% | $4,155-68.4% | $4,212-68.8% |
| Admin fee / account holder | $635 | $5,467-88.4% | $7,231-91.2% | $7,344-91.4% |