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 | $59,084 | $81,460-27.5% | $103,333-42.8% | $80,856-26.9% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.6%-35.5pp |
| Annual return | 10.27% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,010 | $3,105-67.5% | $3,868-73.9% | $2,755-63.3% |
| Participant deferral / active EE | $2,322 | $3,869-40.0% | $5,057-54.1% | $4,296-45.9% |
| Admin fee / account holder | $2,811 | $6,566-57.2% | $8,355-66.4% | $6,918-59.4% |