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 | $57,414 | $84,233-31.8% | $170,442-66.3% | $70,131-18.1% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 10.46% | 23.06%-12.6pp | 205.93%-195.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,759 | $3,086-43.0% | $4,939-64.4% | $3,332-47.2% |
| Admin fee / account holder | $1,156 | $5,698-79.7% | $13,880-91.7% | $4,645-75.1% |