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 10-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 | $98,246 | $210,408-53.3% | $153,485-36.0% | $145,922-32.7% |
| Participation rate | 37.5% | 82.1%-44.6pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 8.01% | 13.37%-5.4pp | 15.65%-7.6pp | 561.29%-553.3pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,774 | $7,975-65.2% | $6,757-58.9% | $6,688-58.5% |
| Admin fee / account holder | $3,212 | $19,419-83.5% | $12,724-74.8% | $13,397-76.0% |