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 6-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 | $61,935 | $78,422-21.0% | $95,952-35.5% | $79,858-22.4% |
| Participation rate | 52.5% | 73.5%-20.9pp | 77.1%-24.5pp | 69.6%-17.1pp |
| Annual return | 8.65% | 19.37%-10.7pp | 91.61%-83.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,915 | $3,440-44.3% | $4,167-54.0% | $3,740-48.8% |
| Admin fee / account holder | $18,588 | $5,622+230.6% | $6,795+173.5% | $5,306+250.3% |