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 | $58,902 | $54,762+7.6% | $90,281-34.8% | $72,985-19.3% |
| Participation rate | 32.1% | 65.1%-33.0pp | 73.3%-41.1pp | 69.5%-37.3pp |
| Annual return | 16.28% | 30.63%-14.4pp | 78.10%-61.8pp | 81.00%-64.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,396 | $2,887-51.7% | $3,885-64.1% | $3,607-61.3% |
| Admin fee / account holder | $1,996 | $3,972-49.8% | $5,351-62.7% | $5,124-61.1% |