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 | $36,309 | $64,348-43.6% | $90,160-59.7% | $70,131-48.2% |
| Participation rate | 29.3% | 70.4%-41.2pp | 76.9%-47.6pp | 69.5%-40.3pp |
| Annual return | 12.13% | 28.13%-16.0pp | 34.88%-22.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,245 | $4,389-26.1% | $5,288-38.6% | $3,332-2.6% |
| Admin fee / account holder | $7,965 | $3,944+102.0% | $5,943+34.0% | $4,645+71.5% |