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 4-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 | $16,834 | $64,480-73.9% | $81,382-79.3% | $80,856-79.2% |
| Participation rate | 36.0% | 63.9%-27.9pp | 69.5%-33.5pp | 67.6%-31.6pp |
| Annual return | 9.28% | 16.34%-7.1pp | 24.73%-15.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $526 | $1,978-73.4% | $2,463-78.6% | $2,755-80.9% |
| Participant deferral / active EE | $1,562 | $3,094-49.5% | $3,883-59.8% | $4,296-63.6% |
| Admin fee / account holder | $441 | $5,671-92.2% | $5,768-92.4% | $6,918-93.6% |